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HomeMy WebLinkAbout94-00796 nr1 (-:- - :', No. 21 - 94 - 796 Estate of WINIFRED M. MYERS, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, Sept. 19. 19941n consideration of the patlton on tha reverse side hereof. satisfactory proof having been presented before me. IT IS DECREED that the Instrument (sl. deted AUGUST B. 1984 described therein be admitted to probate and filed of record as the last will of WINIFRED M. MYERS TESTAMENTARY and Letters are hereby granted to WILLIAM E. SHERK ~(J~,.""w;,. MARY C. LEWIS FEES Probate, Letters, Etc. . . . . . . . $ 40.00 $ 12.00 $ 3.00 5.00 Rendell L. Hartman, Esq. 10 /I 68732 Short Certificates (4) . . . . . . . 438 Merket Street, Lemoyne, PA 17043 RenJ.lnclatlon . . . . . . . . . . . . . X-page JCP (717) 761.8490 . . . . . . . . . . . .. $ TOTAL.. .... $ 60.00 Filed SEPTEMBER 19. 1994 Mailed letters and order to attorney on 9-19-94. la$t 1lt1i11 aub QJt$tattttttt I, WINIFRED D. MYERS, a resident of I.ower Allen Township, Cwnberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all Wills by me at any time heretofore made. ITEM 1. I direct that all my just debts and funeral expenses be paid as soon after my decease as may be found convenient. ITEM II. All the rest, residue and remainder of my estate, real or personal, which I may own or have the power to dispose of at the time of my death, I give, devise and bequeath unto my son, IHlliam E. Sherk. ITEM III. In the event my son, William E. Sherk, shall predecease me, I give, devise and bequeath all the rest, residue and remainder of my estate, real or personal, unto my daughter-in-law, Sandra D. Sherk. ITEM IV. I hereby nominate, constitute and appoint my son, William E. Sherk, Executor of this my Last Will and Testament, with full power in his discretion to do any and all things necessary for the complete administration of my estate, with full power to sell at public or private sale ilnd without order of court, any real or personal property belonging to my estate, and to compound, compromise or other- wise to settle or adjust any and all claims, charges. debts and demands whatsoever against or in favor of my estate as fully as I could do if living. In the event that my said 80n shall predecease me, I hereby nominate, constitute and appoint my daughter-in-law, Sandra D. Sherk, Executrix with full powers as set forth above. IN IUTNESS WHEREOF, I have hereunto set my hand and seal to this, my Last I~ill and Testament, this 8th day of /lugust, /1.0., 1984. I,. . , t(./~nw..-/-/. .f Signed, scaled, published and declared by the {/ above-named Winifred D. HyerB, 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, we believing her to be of sound and disposing mind and memory, have hereunto subscribod our names as witnesses this 8th day..of./lug\lst, A'D'flJ84J (./t,?-h:,//\ (/t\./,Ilv'-- ~ _/ '" /1' .J.~,. .. ';)'} / /::"J"l:rt..r!/ j (SEAL) )" CLar/l'\D_ (/ /) /\ . Y. . -f't.. " ~ " " d ~., t,.. t:/1< ., #'f' "" ~)~, , fl~/HtJtl fl. . '.ul ~ /'/' ,~:, / INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILeD IN DUPLICATE WITH REGISTER OF WILLS) 'it.! YEAR 7q~ NUMBER ... is fil u ~ ., COMMONW\AlTH Of PltHdYl'VA''''IA Of PAl M[t..., Of Il!vWU[ D(PT 1IOtlOl HAU1UUllG, 'A, 111".0601 DlCIO(t_ ~ ',''''lll''''. ','Sf, _'-';0 ""t'OII 110111"11 ':f E;f, S . WI"" ""j:.e:~_I'-:L_.___.__ 'OC...,~tCl.l"h 'liJ""U tAil 0' DU'~ irA,'1 CI f IT,.. )..0.3 . /0 - S? B D t\ ..Z.O. I~''f' I No~.!.o I'" ~--~_. ~O~'''l ~1(...',I1I...,,,,U' I Original Return ~ 2. Suppltmen'ol Return R.malnder R.turn (for dOl., 01 death prier to 12.13.821 Fed,rol Estotl Tax Return Required o A. limited Elloll 0 AD. fuft,JI. InteleU Compfomil' (lor dolel of death oh.r 12.12.821 o 6. Oecedent Died T.,lol, :J 7 Dec.dent Maintained 0 li\ling TIlIlI IAIlo(h tOpy 01 Willi IAlIoth tOpy of Trull) All CORRESPONDENCE AND CONFIDENTIAL TAX INr-ORMATION SHOULD BE DIRECTED TO. NA \ \ CO""4tH .....tlING...OD&IP L ~NCP.I..L. L. r'I"....'it.IIfoAAN. ~'-. ~~B ~rlet" s4:1'l:e.., '''''.ONI ,.,.,u '\j Le\M.I>'( ~ OA- \ ?o../.'2 1117 I 7~1'8,\qo ' I ..,,~ z ., S :> ... ~ u ~ .. 1. Reol ["Clle (Sched",le A) 2. 510ch and Bond. (Schedule 81 3. Clolo1y Held Slock/Porln,nhlp Inler.U ISchedvle C) .t, Morlgoge' and Not.. Recei...obl. {Schedule DI 5. COlh, Son~ D'poli" & MileolloneouI Penenal Properly (S,h.d,l. EI 6. Jointly OloWned Properly {Schedule Fl 7. Tron,'erl (Schedule GI (Schedul. L} 8. T010I Grall Auell (!OIDIUn'l 1.71 9. Funeral EJlp.n.... Adminlstrotive Call" Miscellaneous E...peMI1 (Schedule HI 10. Oebll, Mortgoge liohilit;... li."s (Schedule I) 11. Total O,d!JClionl ('atollin" Q & '01 12. Ne' Valli. of Eltote (Lin. 8 minus line 111 13. ChariToble ond Goyernmental Bequel'l (Schedule JI lA. Net Volue Subject to To.. [line 12 minulline 13) 15. Spouud Tlon,feu (fol datil of dealh after 6.30.QAI See In,lruelion, fOl Ar,plieable Percentage on Rt....,.. Sid.. Ilnd~de value, 10m Schedule K or Sch.dule M.l 16. Amounl 01 Lin. 14 'akable at 6% 101. (Indud. ...alll" from Sehtdul. K or Schedule M,) 17. Amount of Line 14 lo..oble 0' 15% role (Indude 'I'olue' from Sth.dule K or Schedule M.I lB. Principal 10" due (Add 10" from lin., 15, 16 and 17_1 lQ. Credill Spou,al Powerly CfI!dil Prior Pormenll + ~ - ~~t2 ~..u =09 u~a::a c :illS ..., "'z 8~ z ., ;:: c - :> .. .. ., u >< c ... _ B. Tolol Number 01 Soft Dopo,i. 60u' ..;!J ( 11--.--- 121 (3) ( . ) ------ IS) ._~,.T:l~9..~_ ,) r .~ I b) _.. 17) . IQ)_~I_'t~~.,.O \.,' (8) 8. 'l~2..~~ (10) , (,. o.jl{z,,$o 2., ~oO. '1'3 :z.,~oo.o.j:!. (111 (121 (13) (\4) (15) X._D (1bJ ..._~L~90' Y~----!X .Ob a 1.36.03 (17) ___ )( .15 II (181 1"5l2...Q~ DilCounl Inlerett + (1QI 1201 20. If line IQ it greoler thon Line lB. enler Ihe differentt on line 20. lhit it the OVERPAVMENT. at: Ch~.d, here if YDU are roquesting a refund of your overpayment. 13'O.D3 (21) 121AI 1216) 21. If line 18 it areOler than line lQ, enllr the difference on Line 21. Thh illhe TAX DUE. A. Enter th, inler"l on Ihe balance due on line 21A. 6. Enler Ihltotol of Line 21 and 21A on Line 218, lhi, i, lhe BALANCE DUE. Make Cheele Payable tal Reglater of Will., Agent > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ..0(..0( Under penoltie, of perjury. I declare Ihol I ho.... uamined Ihi, relurn, including accompanying Ichedule, and ,Iotement,. and 10 the bel' of my knowledge and belief, il h true, conect and compl,'e. I declore Ihal 011 real e,tate hOI been reporled at t,ue market ...alue. Oeclarotion af pr.pore' other lhon the p.nanal reprllenlali.... il baled on 011 information a' which plepatll has any "nowledge. '..,o....u. o. ""'0" ""0""'" '0' "'16" "'I,"A 'D"'" I D'" ~. ,. C /"g~ ~O O(,..~r <~ , \:~ ,M. \7DLS- fV\o...... S, 19'1S-' ""';;'''')'' o. '~'''''. 01." ,.,.. .~!.'t\...,,,. 'D"'" D'" \ ~~\~-___ ~~ ~"'-(:-\-S:-\. l.e.""i~ (lA. \?/)~'5 V'IA,,\ gll'\'l~ . '. Act #48 of 1994 provides for the reduction of the tax rates Imposed an the net v~lu~ of transfers to or for the use of the spouse. The rates as prescribed by the statute will bel ' , . 3% (.03) will be applicable for estates af decedents dying on or after 7/1/94 and belore 1/1/96 . 2% (.02) will be applicable for estates of docedents dying on or after 1/1/96 and before 1/1/97 . 1% (.01) will be appllcoble for estates of decedents dying on or ofter 1/1/97 and before 1/1/98 . Spousal transfers occurring on or after 111/98 will be exempt from Inheritance tox. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (...) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent moke a tronsfer and: a. retain the use or Income of the pr~perty. tronsferred, ..................................................,.... b. retain the right to designate who sholl use the property transferred or its income, ............... )( c. retoin 0 reverslonory Interest; or ................................................................................... . d. receive the promise lor life of either payments, benefits or care? ....................................... 2. If deoth occurred on or before Decembsr 12, 1982, did decedent wllhln two yeors precsdlng deolh tronder property without receiving odequole consideration? If deolh occurred aher December 12, 1982, did dscedent transfer property wllhln one yeor of deoth without receiving adequale consideration'................... ,.,'......."....,.........,................... to................. ....,.... ...., 3. Old decedent own on 'In Irus' for' bank account at his or her deathL............,......................, IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. . ~ .('f'I5D"!. 1111) w SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Ploa.o Print or T 0 FILE NUMBER hi q~ 7~4? COMMONWULTH 0' PINN'Yl'/ANIA INHllnANCI tAX II1UIN IlllDINt DICIDIN' ESTATE OF WI/oJI Fi2.f/:l rv\. W\1 er.> IAII pfOplffy lolntlyoowned with the Righi of SUfvlvonhlp mUll be dlulol.d on Sch.dul. FJ ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ,. ;?.. 3, 4. ~l-"bo.."'''\''I.v b"'I:>O":,-\ ~'K...ct..".~..r\ C",-=,,,^- . ~I-I"I" 5A.""'J'" ,c. \"..c. \;:......~ c...s L." . ~N"'S .s"l.~..,~ - $o..\.l'~ oS r~~ 'tror...Aj - ~efJ)4 \:,,<:& IIV~O""e..f", .. E\cRu\, OY\.~'1 f<>=c~',--~ WE'~ cl...~,,.J) ~~"'I....\.( ~.eAd&'~ :+e.v-> I. L{~'" . :>S; l., ?'S9 .'1.D ~, (,,83. ~B 2..~D. bO 7 <I:;!.. t3 IA"och oddillonol sy," l( 11" ,t,"'1 if more .poc. II n..d.d.) EST TE OF \U ,N. f~n \\A. Vv\ ~e '$. ITEM NUMBER . . IIYlllltJ\ ,',UI A. - SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI. a.. Print or T . F E NUMBER .z. I " '-{ 79~ B. 4. C. 1. 2. 3. 4. S. 6. 7. 8. (OMMO~IW[AlfH Of 'ftm~YlV.ull. IhHUI'ANcr TAl UtURPl R(StDIN'DfCIOW' DESCRIPTION AMOUNT 1. Fun.ral Expenses: PCU''-t.e.....1l,.. F">N ,........\ ~e.. ~vr~;<J 1~''''''f/qo...v&c./C"el,M.1 '-I,9~Z. .,(0 1. Admlnlstratlv. Ca.t.. Penanol Representative Commissions Social Security Number of Personal Reprelenlallve' Yoor Commissions paid 2. Attorney fees 3. Family E.emplian Claimant Addre.. of Claimant 01 decedenl" dealh Slreet Addre.. Cfly 7~O. u-J Relationship Slato Zip Code Probate Fees Mlsc:ollaneoul Expenlell i\cx.w.A.~ fee~ ~ ~e~ \, t=.Jl.~--l. S~c::... ,Jl.("oJ"'~....e.~ 700.00 I TOTAL (Also enler on Ii no 9, Rocapitulatlan) (If mar. .pac. I, needed, In.erl additional .he." of ,ame .1...) s '-', ~ 4 'Z.. .$'"0 " .11'''.1'''11'.121'1 . (OMIllONWIAU" O. flNhlll\'.I~I. INHunANet In UtUI.. tUIDINIDIClDINt SCHEDULE J BENEFICIARIES ESTATE OF Fill NUMBER \.0 lu,f~e~ vA. vJ... ev-,$ z.t q\!, 7'1~ ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. TOkobl. B'qu."S1 C. It... \e.l IcrO%; 1. v.J, \ \ ~"'^- ~"""-~ ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE a. Charltabl. and Goyernm.ntal a.qulltu 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUeSTS (Abo enlor on line 13, Recopltulo.lon) 5 II' mort Ipac. I, n..ded, Inl.rt addltlonallh.... of 10m. sin) / '/. .,.~ ~:) - 7 r ,I L COHHOHWUlTII or P[NNSYlVANIA DEPARtMLNT Of R[ynU NOTICE OF INHERITANCE TAX IlURrAU or INDIVIDUAL TAICES . APPRUSEHENT, ALLOWANCE OR DISALLOWANCE ~~:~is~~:~~lpA 17118.0601 Of DEDUCTIONS AND ASSESSHENT OF TAM ESTATE-OF llVI:R'S UIlfIl'R D FILE NO. DATE OF DEATH 08-20-94 COUNTY ACN 101 DATE 08-07-95 9 CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUeHIT TIlE UPPER PORTION OF TIllS FORH WITN YOUR TAX PAYHENT TO TNE REGISTER OF WILLS. HAKE CIIECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: RANDALL L HARTMAN ESQ 438 MARKET ST LEMOYNE PA 17043 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 AIIOU"t R.nHhd CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiEV:is4rEif-j\j:jf-n'Z;9"Y-NCificE--6n-NHEiiii'iiNCrrA'x-iiPPRA"isEiiENT-;-ALi.-6wilifcE-iiJi--m-mm----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MYERS WINIFRED M FILE NO. 21 94-0796 ACN 101 DATE 08-07-95 TAK RETURN WAS I I X) ACCEPTEO AS flLEO RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l E.t.t. (Schadul. AI III 2. Stocks and Bond. ISchedul. OJ (2) 3. Clo.aly Held stock/Partner.hip Int.,..at (Schadul. C) U) 4. Hortgalil../Not.. Receivabl. ISchedule DJ (4) 5. C..h/Bank Deposita/Hilc. Perlonal Property (Schedul. E) (5) 6. Jointly own.d Property (Schedule F) (6) 7. Transfer. (Schedul. G) (7) 8. Tot.l A...t. I CIIANGED .00 .00 .00 .00 8.742.93 .00 .00 181 8,742.93 APPROVED DEDUCTIONS AND EXEMPTIONS: 6,442.50 9. Fun.r.l Exp.n.../Ad.. COlt./HI.c. Expansa. ISchedul. H) (9) 10. Oebh/Horigag. LhbIUU../Lt.n. eSchedul. I) ClO) .00 11. Total Oaduction. ell) 12. Net Value of TaK Return (12) 13. Charitabl./Governaental B.que.t. tSch.dul. J) (13) 1'1. Net Value of Eatate Subject to Tax Cl4) NOTE: If an assassmant was issuad praviously, linas 14, IS and/or 1&, 17 and 18 will raflact figuras that includa tha total of Abh rsturns asso5sed to dota. ASSESSMENT OF TAX: 15. AMount of Lin. 14 .t Spou..l 16. AMount of Line 14 taxable at 17. Anount of Lin. 14 taxable .t 18. Principal TaK Du. 6.44:> ~n 2,300.43 .00 2,300.43 r.t. Linaal/Cl... A r.t. Coll.tar.l/Cl... D r.t. IlS) 1161 1171 ,DO 2,300.43 . DO X.03= X,D6= X .15= U8) .00 138.03 ,DO 138.03 TAX CREDITS: PAYHENT OATE 05-03-95 RECEIPT NUHBER AA047719 OISCOUNT 1+) INTEREST 1-) .00 AHOUNT PAlO 138.03 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 138.03 . DO . DO , DO . If PAID AfTER OATE INOICATEO, SEE REVERSE fOR CALCULATION Of AODITIOHAL INTEREST. I If TOTAL OUE IS LESS T/lAN n, NO PAYHENT IS REQUIREO. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU HAY DE DUE A REfUND. SEE REVERSE SIDE OF TillS fORH fOR INSTRUCTIONS. I () .." R[seRVATIONI [,t.t.. of decadent. dying on ar bafor. Oac..bet Il, 19a2 .. If 1n1 future Int.t... In thl I,'et. I. Iran.f.tted In pal....lon or ,nJoy..nt to Cia.. B (collet.r.S) beneflc.erl.. of thl deeadent .ft., tha IMplre'lon 0' anv ,,'at. for II" or far y..r., thl Ca..onw..lth hateby ..pr...ly ta..tv.. the right to BPpr.I.. and ...... tran,f., l~rltBnc' '1.1. at thl 'awful Cia.. B Ceol..t.rall rat. on any luch future Int.r..t. PURPOSE OF HOflCEI 10 fulfill the reqult...nt. of Slctlon ll~O of thl Inherltanca end E,tat. la. Act, Act ZZ of 19'1. 12 P.S. Section 2'1"D. PAVHENh D.tach thl top portion of thlt Notice Md 'Ubalt ..lth your pay.."t to thl Alght., of Wllh pl"lntad on the r.vI'.. .Ida. ..He.... chIck or lIonav order paYable tol REGISTER OF MILLS, ACENT All pa,..nt. r.c.l~ed .h.II flr.t bl appll.d to any Int.r..t ~Ich .ay b. du. with any re..lnd.r appll.d to the t.M. REfUND (CRU A nfund of . t.. cr.dit, which ..e. not requ..tld on the r.. R.turn, .ey be reque.ted by c~l.tlnll an "'Application for Refund of P8IV'l.yl~anl. Inh.rltanc. and E.te'l T.II"' (REV-UI.S). Appllcetlon.". .~ellabl. at the Office of the R.III.t.r of W1II., any of the ZS R.~~e Dl.trlct Offlc.., or by callIng Ih. .p.clal Z.-hour 8M..lrlng ..rvlce nueb4r. far for.. otdlrlnlll In P~.yl~8Mla 1-800.56Z-Z0~0, oulsld. Penn.yl~anl. end within lac. I Ilarrlsburll .r.. (17) 787.8094, TOOl (717) 77Z-Zl!JZ w..rl"1I IlIPlllred OnlY). OBJECTlOHS. Any pllrty In Interut not IIIthfled with Ih. .pprlll...."t, .1lowlltlCe or dheUowllnce of deduction., a" ........nt of Ie. (Including dl.count a" Inter..t) .. shown on thl. Notlc. au.t object within .1.ly (60) day. of "ec.lpt of this Notln by. -.wrltten protut to tha PA naparta."t of Ra~.nua, Boa"d of Appuh, napt. Z810ZI, Ilarrhburg, PA 17IZ8-IOZI, OR --.I.ctlon to heva the .att.r dataraln.d lit audlt of the IIccount of tha pat.anal r.pra.antatl~., OR uappall' to the Orphan.' Court. . ADHIN ISTRATlVE tORRECT IONS. Factuel e"ro". dl.cov.rad on thl. ........"t .hould b. addr...ed In wrltlna tal PA napllrta."t of Ravenue, Bureau of Indlvhtual TaM", AflNI Pa.t A..unant Ravlew Unit, Dapt. za06DI, IIllrrl.bura, PA 111Z8-0601 Phon. (717) 787.6505. Sa. p.aa 5 of the booklat "'In.tructlon. for Inha"ltanca TIlIC Raturn for II Ruldant Oacadent.. (REY-ISOI) for en .MPlanatlon of adalnl.tratl~aly corr.ctllbl. arror.. DISCOUNT. If any talC due Is paid within Ihr.. CS) eelende" .anth. afhr Iha dacadant'. daath, a flv. pare.nt (S:U dlsclM1t of the tlM paid I. allowad. Int.r..t I. ehargad b.glnnlng with flr.t day of d.llnquency, or nlne (9) aunth. and ana (I) day fro. the date of duth, to the date of paye."t. TIlIl., which baca.a delinquent before January I, 198Z bu" Inter..t at the tIlle of sill (6)(' percent pe" 8l'VNIl calculated at a dally rat. of .00016~. All tallll which bac_. d.lInquent on and after Janu.ry I, 1'8Z will b.a" Int.r..t at a rat. which wl11 vary froe cal.ndar yaa" to calendar y..r with that rat. announc.d by the PA D.partaant of R.....rtu.. Th. ftPpllcftbl. Int.r..t ratu far 19l1Z through 1995 ar.1 JNTEREST. Ve.r Inte"..t Rate Dally Intl,..t Factor Vaa... Intlr..t Rllte Dally Inte"ut Facto... 19l1Z ZOX .000S~8 1987 'X .OODZ~7 1985 16)( .ODDU8 19aa-I991 1l:C .000501 198~ lliC .000501 199' OX .ODDZ~7 1985 13)( ,DDOlS6 1995-1"" 7X .000192 1986 10)( .000Z74 199' 'X .000Z47 "Intlrut Ie eelc:ulet.d .. fol1owll INTEREST = BALANCE OF TAX UNPAID X NUneER OF DAYS OELINQUENT X DAILY INTEREST FACTOR --Any Notle. I..ued eft.r the laM beca.a. d.llnquent will r.fa.ct an lnl....n.t calculetlon to fJfteen (15' day. bayond the date of the a.......nt. If pay.ont I. a.da after the lnt."a.t caeputatlon date .hown on the Notlc., IKktltlonea Int.rut au.t be calculatad.