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Home My WebLink About04-18-07 REV.1500 EX. ~'. ._ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 1712~1 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ~ z w c w o w c DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Suders Ma . orie A. DATE OF DEATH (MM-DO-Year) DATE OF BIRTH (MM-DO-Year) 12/30/2006 03/08/1918 (IF APPUCABlE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) \!! ~I~ ~f~ ~ Suders D. Orville [X] 1. Original Retum D 4. Limited Estate [X] 6. Decedent Died Testata (AlI8ch capyolWl) D 9. Litigation Proceeds Received D 2. Supplemental Retum D 48. Future Interest Compromise (dlIII 01 de8lt1llllr 12.12-32) D 7. Decedent Maintained a LMng Trust (AlI8ch capy oITruat) D 10. Spousal Poverty Credit (dlllolde8lt1 belween 12-31-91 end 1-1-95) OFFICIAL USE ONlY FILE NUMBER 2 1 -0 7 0 2 4 2 COUNTYOOiiE -~ - - NliiER- - SOCIAL SECURITY NUMBER 2 03- 1 0 - 7 4 6 7 THIS RETURN lUST BE FLED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 029 COMPLETE MAILING ADDRESS 14 North Main Street, Suite 200 0.00 x _ (15) 0.00 0.00 x _ (16) 0.00 0.00 X .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 0.00 Chambersbu z o 5 ::>> ~ it .c o w D:: 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Colporatlon, Partnership or Sole-ProprIetorshlp (3) 4. ~ages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposltll & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probale Property (7) (Schedule G or L) 8. Total Grosl Aaets (total Unes 1- l BequeslslSec 9113 Trusts for which an elecllon to tax has not been made (Schedule J) 14. Net Value Subjectfo TIX (Line 12 minus Une 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ::>> A. J!! o o S 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Une 14 taxable at lineal rata 17. Amount of LIne 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. TIX Due erE ~ K 1-1 ~ P ~ 1;'- i ~,R r. c;, ~ = '-' EST ~~ I~~ .~ R [F I... ~ J ~J : ~ ~ ~ ~ "'.,' F R P!J. 1 r , ~ ~. T PA 17201 OFFICIAL USE ONLY 929.57 o c ~O ~n~~~ '> .,t__: =:'1.J .'U):;.....;; r,,~ s,"") ~d :'n ~JC ::D -O--i ):.'- 0.00 (8) 929.57 1,718.74 32.57 (11) (12) (13) 1,751.31 -821.74 0.00 (14) -821.74 . Oecedenf. Com lete Address: STREET ADDRESS 127 East Garfield Street CITY Shi STATE PA ZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. CreditsJPayments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 0.00 Total Credits (A + 8 + C) (2) 0.00 3. InterestlPenalty if applicable D. Interest E. Penalty TotallnterestlPenalty ( 0 + E) (3) 4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request. refund (4) 5. If Line 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (58) Make Check Pa able to: REGISTER OF WILLS, AGENT 0.00 0.00 0.00 0.00 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 00 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 IXI c. retain a reversionary interest; or ...................................................................................................... 0 00 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 IXI 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................................................................................... 0 IXI 3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death? ................. 0 IXI 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 00 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 IJllII8IlI-. . I declln Ih8t I have 8X8!Iined this return, Including accomplIIylng schedules lIId stsIBmenIs, lIId to the best of my knowledge and belief. K Is true, COIrecIlIId compIelll. 0ecIDIan lhlIIthe penonsI Is b88ed on lIIIlnbmlllon of wI1ich pnlIlII8I' has .,y knowledge. SIGNA E P RSON RESP E Fill RETURN DATE 6 PA PA 17201 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. ~9116 (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. ~9116 (a) (1.1) (ii)]. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary. REV-1509 EX'" (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Suders. Marjorie A FILE NUMBER 21 07 If an UHt was made joint within one year of the dec:eclenrl date of death, It must be reported on Schedule G. 0242 SURVMNG JOINT TENANT{S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Stephany R. Suders 1411 Concord Road Mechanicsburg, PA 17050 granddaughter B c JOINTLY.owNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY "'OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANClAlINSTlTUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERES 1. A. 2/1994 Certificate of Deposit #0030048979, Orrstown Bank 1,859.13 50. 929.57 TOTAL (Also enter on line 6, Recapitulation) $ 929.57 T (If more space Is needed, Insert additional sheets of the same size) RE'!-1511 EX' ('. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Suders. Madorie A SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of dec:edent must be reported on Schedule L FILE NUMBER 21 07 0242 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Fogelsanger Bricker, funeral services 863.13 2. Meal after funeral 407.61 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) SocIal Security Number(s)/EIN Number of Personal Represen1atlve(s) SII8et Address City Stale Zip Yea~s) Commission Paid: 2. AttDmey Fees Joel R. Zullinger 375.00 3. Famlly exemption: (If decedent's address Is not the same as claimant's, a\lach explanation) Claimant SII8et Address City Stale Zip Relationship of Claimant to Decedent 4. ProbaIeFees Letters - 20.00; will-15.00; short certificates - 8.00; automation fee - 5.00; 73.00 JCP fee -10.00; filing return -15.00 5. Accountanfs Fees 6. Tex Retum Preparer's Fees 7. TOTAL (Also enter on line 9. Recapitulation) $ 1 718.74 (If more space Is needed. insert additional sheets of the same size) ""1'" "'. '_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER A 21 n7 0242 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(l) OF ESTATE I. TAXABLE DISTRIBUTIONS Onctude =ht S~ distributions. and transfers under Sec. 9116 (a (1. )] 1. Stephany R. Suders Lineal 1411 Concord Road Item 1 on Sch. F Mechanicsburg, PA 17050 Lineal ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIA TE, ON REV-1500 COVER SHEET n. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. 0.00 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 0.00 TOTAL OF PART n - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space Is needed, insert additional sheets of the same size) REV-1512 EX + (8-98) *' SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Suders. Marjorie A. FILE NUMBER 21 07 0242 Include unrelmbursed medical expen.... ITEM NUMBER DESCRIPTION 1. Pharmacy bill due at death VALUE AT DATE OF DEATH 14.94 2. Mobilex, balance due for xray services 17.63 TOTAL (Also enter on line 10, Recapitulation) $ (If more space Is needed, Insert addillonalsheels of the same size) 32.57 . . LAST WILL AND TESTAMENT I, Marjorie A. Suders, of the Borough of Shippensburg, Cumberland County, 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 null and void any and all wills and testaments, or writings in the nature thereof, by me at any time heretofore made. ~: I order and direct my Executor, hereinafter named, to pay all my just debts, funeral and medical expenses, and all taxes to which my estate is subject, as soon ~fter m~ ~~~g " ~~ . .. ~,~ I .~,~ 1~: ~ SECOND: I give, devise and bequeath all of m1i:!~sU:te,...' ';":;C'" ~I real and personal, to my beloved husband, D. ORVILLE SU~S,=pro~ ~;" ~J~~ ~ ~ -J decease as can conveniently be done. _,'J ".--1 vi ding he shall survive me by thirty (30) days. :nu.B.l2: Should my said husband, D. ORVILLE SUDERS, predecease me or die on or before the thirtieth (30th) day following my death, I give, devise and bequeath all of my estate, real and personal, unto my four (4) children, to wit: SHIRLEY A. CRIDER, SHARON A. FLANERY, DANIEL C. SUDERS AND DAVID O. SUDERS, share and share alike, per stirpes. FOURTH: I hereby give to my Executor, hereinafter named, full power and auth~rity to sell any real or personal property at public or private sale, both for purposes of adminis- tration and distribution, for such prices and upon such terms as to cash and credit as he deems proper, without liability on the purchasers to see to the application of the purchase monies. ~: I hereby nominate, constitute and appoint my son, DANIEL C. SUDERS, to be the Executor of and Trustee under this my Last Will and Testament. I direct that no fiduciary acting hereunder shall be required to file any bond or enter any security in any jurisdiction in which such fiduciary may act. 1 of 2 IN WITNESS WHEREOF, I, MARJORIE A. SUDERS, the Testator, have to this my Last Will and Testament, typewritten on two (2) sheets of paper, set my hand and seal this ,J Cl day of April, 1981. -"OJ.;1~I!.~ Marj 'e A. Suders Witnesses: .L,yJ~.d/ ~/H Ad cM~ckl ~,\~\rclh IlI/"n" .... ..... " . jL ..J .., 'Ii" '" ., \\'" . ,. .'. '... 'I'" c'-,r t':' ~i..u. ..:~ .. ".' ''',,~l fQj-~yQ~.~.. tt1~O"~;;', .- ELlZ....BF.TH K. TA Yl.Ofli SHIPPENSHURG, CUMB. 00. Nolary Publlo ExP. ..1'" 2 of 2 ---- ...-.------....-.---.------..------- . . . ORRSTOWNBANK A Tradition of Excellence April 6, 2007 77 East King Street P.O. Box 250 Shippensburg. PA 17257 To: Zullinger - Davis 14 North Main Street Suite 200 Chambersburg Pa 17201 From: Traci Shaffer Orrstown Bank Customer Service Center PO BOX 250 Shippensburg, Pa 17257 Re: Estate of Majorie A Suders Date of death December 30, 2006 IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT. ON THE ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK. CHECKING ACCOUNT Account # Title of Account 0030048979 Majorie A Suders Stephany R Suders Date opened 2/14/94 Princiole 1856.89 Accrued Interest 2.08 SA VINGS ACCOUNT Account # Title of Account Date opened Princiole Accrued Interest CERTIFICATE OF DEPOSIT Account # Title of Account Date Opened Principle Accrued Interest ...'&'.'.....'.&1 1II1i.~ IT'''.'. ~.....n II LAW OFFICES OF ZULLINGER - DAVIS PROFESSIONAL CORPORATION JOEL R. ZULLINGER 14 North Main Street Suite 200 Chambersburg, P A 17201 717-264-6029 Fax: 717-264-1884 JoelZlI11inger@ZIl11ingerlaw.com Dale F. Shughart, Jr. of counsel HAMILTON c. DAVIS 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, P A 17257 717-532-5713 Fax: 717-530-5222 hamiltondavislaw@comcast.net April 17 , 2007 Register of Wills Cumberland County Courthouse Carlisle, P A 17013 Dear Register: RE: Estate of Marjorie A. Suders File No. 21-07-0242 Enclosed for filing in your office is an original and one copy of the P A Inheritance Tax Return along with check for filing fee in the amount of $15.00. The estate is insolvent and no P A Inheritance Tax is due. Thank you. EncIs. Very truly yours, ~'K~~ ~RZwmv W () C;:;o ~~~ v) ~~ C)C' Q-'Ti ::0 '-0--1 )::. '" = =:0 --.I ;Do -0 :::0 ::::~ I";'i ':~ ::-:) J.mj \_ '.J co - ,.~j t-:j -0 :Ji:: - .. W N /.. ...'~'''''. -.." "'-" I I . \ I Ill; ~ g ~ O~N"'" III . ... ijl! 0 ~ g Iii:O~~ # tit N i (- ~ ~ \~ ~ e=~~ ~n Ng< OO~ II o o N~ o ~N '::J " CJ)~ .<C ~.,lD. CD CJ) - O)C~ C'- ... .- tV ~ '5:Ei! ~€1S ,r. 0 E ~,2tV Oq:f'-'= "") ,""". u i:..~._j) ., \ '"'E -, - --.-....... ---'.-'-' ",.. H:I . , . 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