The URL can be used to link to this page

Home My WebLink About08-03-07 --.J 15056051058 REV-1500 EX (06-05) PA Department of Revenue . Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Number Date of Death OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT 21 07 0229 Date of Birth 207 -09-0456 02/02/2007 08/06/1913 Decedent's Last Name Suffix Decedent's First Name MI RIDER EUGENE p (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix First Name MI NONE ~Pous.~'s~o~ial.~ecurityNurllber... THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ca:> 1. Original Return <=;l 2. Supplemental Return <=;l 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required <=;l <=;l 4a. Future Interest Compromise (date of death after 12-12-82) <=;l 7. Decedent Maintained a Living Trust (Attach Copy of Trust) <=;l 10. Spousal Poverty Credit (date of death <=;l 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received mQm 8. Total Number of Safe Deposit Boxes 4. Limited Estate <=;l c:.J c:.J Firm Name f"-..) . (717) 957-34740 = 0-::=0 mm . . ..... .~ i----REGisTER.oFw'~ uSE ON~-.. : " -~~: P G") . Z;g:j I c..O;;x;: W (")0 Q-Il WILLIAM C. DISSINGER =s --1 )':'roo - -..ii:liot. DISSINGER & DISSINGER First line of address 400 SOUTH STATE ROAD Second line of address or Post Office State ZIP Code DATE FILED ~ MARYSVILLE 17053 Correspondent's e-mail address: Under penalties of pe~ury, I declare that I have examined this return, 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. DATE C7J4- I 'r () S-O DATE 5fC{ fe }!J /J(~~L// fO ~4 /7Q8: PLEASE USE ORIGINAL FORM ONLY . Side 1 L 15056051058 15056051058 --.J VJJn .-J 15056052059 REV-1500 EX Decedent's Name: EUGENE P RIDER RECAPITULATION 1. Real estate (Schedule A). ............................................ 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Noles Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) c::) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c::) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10)................ ................ ... 11. 12. Net Value of Estate (line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O 45 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 0.00 90,151.18 0.00 0.00 19. TAX DUE....... ............ ..................................... . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 L 15. 4,056.80 16. 17. 18. 15056052059 4,056.80 c::) --.J REV.1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME EUGENE P RIDER STREET ADDRESS 940 WALNUT BOTTOM ROAD F!leNUl1)qe~ . 0229 DECEDENT'S SOCIAL SECURITY NUMBER 207 -09-0456 CITY CARLISLE I STATE I PA , ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 4,056.80 0.00 0.00 0.00 Total Credits ( A + 8 + C ) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SA) (58) 4,056.80 0.00 4,056.80 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. Make Check Payable to: REGISTER OF WILLS, AGENT 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 IKl b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 IKl c. retain a reversionary interest; or.......................................................................................................................... 0 [iJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 IKl 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 IKl 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 IKl 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 IKl IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [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 zero (0) percent [72 P.S. 99116 (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 zero (0) percent [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 four and one-half (4.5) percent, 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 twelve (12) percent [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-1503 EX+ (6-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Eugene P. Rider FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 694 shares of Sovereign Bancorps Inc. @ $25.65/share VALUE AT DATE OF DEATH 17,801.10 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 17,801.10 REV-1508 EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Eugene P. Rider FILE NUMBER Include 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 DESCRIPTION VALUE AT DATE OF DEATH Account #0924029063 with Sovereign Bank 83,757.74 2 Refund from HCR Manor Care 1,606.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 85,363.74 REV-15D9 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Eugene P. Rider FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Gladys R. Myers 11 Valley View Drive Mechanicsburg PA 17050 daughter B. C. JOINTLY.OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION 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 INTEREST 1. A. 11/28/00 Account #0921700148 3,242.93 50% 1,621.47 TOTAL (Also enter on line 6, Recapitulation) $ 1,621.47 (If more space is needed. insert additional sheets of the same size) REV-1511 EX+ (12-99). COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Eugene P. Rider FILE NUMBER Debts of decedent must be reported on Schedule 1. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Gingrich Memorials Gingrich Memorials 1,377.00 270.00 2 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Gladys R. Myers Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 11 Valley View Drive 6,287.18 City Mechanicsburg Year(s) Commission Paid: 2007 . State PA Zip 17050 2. Attomey Fees 6,287.18 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant None Street Address City State .Zip Relationship of Claimant to Decedent 4. Probate Fees 177.00 5. Accountant's Fees 0.00 6. Tax Retum Preparer's Fees 0.00 7. Cumberland Law Journal 75.00 8 Sentinel 98.77 TOTAL (Also enter on line 9, Recapitulation) S 14,572.13 (If more space is needed, insert additional sheets of the same size) REV.1512 EX- (12-03) '*' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Eugene P. Rider Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medk:al expenses. FILE NUMBER ITEM NUMBER DESCRIPTION 1. West Shore EMS VALUE AT DATE OF DEATH 63.00 TOTAL (Also enter on line 10, Recapitulation) S 63.00 (If more space is needed, insert additional sheets of the same size) ---',._.;~- -~',,-- REV-1513 EX+ (9-00) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Eugene P. Rider FILE NUMBER 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 Gladys R. Myers, 11 Valley View Drive, Mechanicsburg PA 17050 daughter 50% 2 Paul C. Rider, 100 Margaret Drive, Mechanicsburg PA 17050 son 50% 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 $ (If more space is needed, insert additional sheets of the same size) Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Eugene P. Rider 207-09-0456 February 2, 2007 Account #: 0921700148 Type: Checking In the name of: Eugene P. Rider or Gladys R. Myers Date of Death Balance: $3,242.93 Int.(YTD) from 1/1/2007 to 2/212007 Accrued interest to date of death: $0.00 Other Info: Open date: 11/28/2000 $0.00 Account #: 0924029036 Type: Savings In the name of: Eugene P. Rider or Marie S. Rider Date of Death Balance: $83,669.74 Int.(YTD) from 1/112007 to 2/2/2007 Accrued interest to date of death: $88.22 Other Info: Open date: 3/7/1996 ~ $0.00 Account #: 0921707428 Type: Checking In the name of: Eugene P. Rider or Marie S. Rider Date of Death Balance: Closed prior Int.(YTD) from to Accrued interest to date of death: nla Other Info: Closed 10/13/06 $7,683.88 Open date: 10/27/1993 nla ~ ':.~.' Page 1 of 1 ~ ~ ~ ~ ~~ ~ LAST WILL AND TESTAMENT OF EUGENE PAUL RIDER I, Eugene Paul Rider of 19 South Enola Drive, Enola, Cumberland County , Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ITEM I. I direct that all my debts and funeral expenses, including my cemetery lot and grave marker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my death as part of the expense of the administration of my estate. ITEM II. I devise and bequeath all of my estate of every nature and wherever situate in equal shares to my son, Paul C. Rider and my daughter, Gladys R. Myers. In the event my son, Paul C. Rider predeceases me or dies on or before the thirtieth (30th) day following my death, then to Gladys R. Myers and her issue per stirpes. In the event my daughter, Gladys R. Myers predeceases me or dies on or before the thirtieth (30th) day following my death, then the share that would have gone to Gladys R. Myers shall go to her issue per stirpes. ITEM III. 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 residual estate. \. 1... ITEM IV. I appoint my daughter, Gladys R. Myers, Executrix of this my Last Will and Testament. In the event. of her renunciation, death, resignation or inability to act for any reason whatsoever, I appoint John W. Myers, Executor of this my Last Will and Testament. I relieve my Executrix or Executor from the necessity of posting security in connection with her or his duties as such in any jurisdiction in which she or he may be called upon to act. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament, which consists of ~ pages, to each of which I have affixed my signature this 1;( day of December, two thousand (2000). 4;~::~!teic " .\ .- r- c . J :-.~ ..-:-_:~",:.:_-:_~:-::~~~-.'4. _4_~__"""='='_';""" -:- -'-- ......;;;.~.::.~':;.""_--;--:-7..., --- ---- COMMONWEALTH OF PENNSYLVANIA Mrr&/ _/ n We, Eugene Paul Rider, and I n {lrt,j A-, (;/;,tc/ f); S5il1?Y:?r; and a-Ic,clu 5' /l. rn 1,1-e..r:5 , the testa~or and the ;itnesses respectively, who~ 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 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 their knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ss COUNTY OF ~ifC"{ /l~ ~ or M";:;J oa~ ~~ 'Witnes.s - / R );y;/(~ Subscribed and sworn to and acknowledged before me by EUGENE PAUL RIDER, Testator and subscribed and sworn to and acknowledged b~fore me by. fY] (lru .4. f/:'fe/ !),Ss", (;jP;-'", and -ICic!t)5 1<. //)t.!-f'r<5J , witnesse'g this i~ f1.. '-" day of EJecember, 2000. I < A () '7 " Ii / ;1 I 0 eu./ /7" · I L1l/...[f...~1 Jary Public' j r I =-. \. -,~~;}.::-,?:';~ ',~;:;"^ . I" l_.M:' ,:-:.-.~:-:~::,.:,_~:/~o_-'_ -,.':'~ ~_:.';J __ , J DISSINGER~ . :DI~SINGER Camp Hill Offices: 717.975.2840jvoice . 717.975.3924jfax Marysville Offices: 717.957.3474jvoice. 717.957.2316jfax August 2, 2007 Cumberland County Register of Wills 1 Court House Square Carlisle PA 17013 Re: Estate of Eugene P. Rider # 21-07-0229 Dear Sir or Madam, Enclosed please find (a) two (2) original signed inheritance tax returns and a copy of that return, (b) a check made out to Register of Wills-Agent in the amount of $4056.88, (c) a check made out to Register of Wills in the amount of $15.00, and (d) a stamped, self-addressed envelope. Please file the two (2) inheritance tax returns of record, "clock-in" the copy and return to me in the stamped self- addressed enveloped. The $4056.88 check is tax payment. The $15.00 check is the fee for filing the return. Thank questions, you for your attention to this please call me at my office. ~ matter. If you have any Very truly yours, ~~ William C. Dissinger WCD: aal Enc: 4 CC: Gladys R. Myers o :::;0 :D ~o ~.f;~ :/35< l-....J t:=r C-'::;;'J' --' ;p.. c: GJ I W o ):J>> .'n -'''4;'''' ~ Attorneys at Law 28 North Thirty-Second Street. Camp Hill, PA 17011 400 South State Road. Marysville, PA 17053