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Home My WebLink About73-0370 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 1712B-0601 RECEIVED FROM: MELLON BANK 1735 MARKET STREET POBOX 7899 ROOM 193-0205 PHILADELPHIA, PA 19101-7899 ._____n fold ESTATE INFORMATION: SSN: 000-00-0000 FILE NUMBER: 2173-0370 DECEDENT NAME: MCDANEL RUTH A DATE OF PAYMENT: 08/27/2007 POSTMARK DATE: 08/22/2007 COUNTY: CUMBERLAND DATE OF DEATH: 06/11/1973 REV-"62 EX("-96) NO. CD 008594 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $9,631.08 I I I I I I I I TOTAL AMOUNT PAID: $9,631.08 REMARKS: CHECK# 10981883 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS ~ Mellon August 22, 2007 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle P A 17013 RE: Estate of Ruth A McDanel DOD 6-11-73 File No. 21-73-0370 Ladies and Gentlemen: Enclosed please find 2 copies of our Final Remainder Interest Inheritance Tax Return along with our check in the amount of $9,631.08 for the tax due. Please send us your official receipt. Sincerely, ~}JL Robert G Chase Assistant Vice President (215)553-1047 Private Wealth Management 1735 Market Street . Room 193-0205 . Philadelphia, PA 1910 1-7899 A Mellon Financial CompanyM o . e".) ....... .-. <<::) -.".-------....---"---- ~\ '"tJ>;1O- gg;j p'sv. ~-~ -g.. ~ e; ;"oK ''"tJ '25 [Jl. ;...v.; ~ ~ o Cd 9 o::l o ;>< -..l r:YJ \0 \0 - ~ r:YJ \0 \0 t.'" Hi "I .~; .... ':'\ ~ m l~l ~\l hi {''i liil t.tl ,::t ........ - - ~ 0 0 IT' ()~~~ 0 ~() 0 CP t-'OC::lt-l I:-' t-ldt"1t1l 0 ~~~~ 0 0 dOO 0 >1:ltll >'>1 ..t: ~t"1g~ l.11 tIl@t-l l.11 ~ .0 t-' IT' -...Jd~t-' e~ tIl IT' V)t:<.I () 0 g ..t: ~ uJ I:-' g tIl t"1 0 c:> c:> 0 - - ... :: == ...' ..... -- :: - - - ... ..,J e =:- W = -0 ~ ..... :J) r c:: c:: :J) . I g.c:R ~Cl_~_,!fl ~. oc.n* -, Oc::NWr:J) '-"-" N_""Ot-04""'O 'r'.~~. ~.,' ~~tJ~ ci :J) -4 ..,J' :J) I \ -0 C'l _ l:J)1TI W ~ -- REV-' 500 EX 1&-<101 ~ ~ W too ~~Ul UIt:~ Wo..U J:OO UIt:-' o..lD 0.. <( I z o 4 ~ ..J :) !::: 0- <( U W ~ z o ~ ~ :) 0- :!: o U x ~ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY ~ FILE NUMBER 2 1 _ 7 3 o 3 7 0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 t- Z W C W U W C DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL) McDanel, Ruth A. DATE OF DEATH (MM-DD-YEAR) II DATE OF BIRTH (MM-DD-YEAR) 6-11-73 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) o 1. Original Return o 4. limited Estate o 6. Decedent Died Testate (Attach copy of WiIQ o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12.12.a2) o 7. Decedent Maintained a living Trust (Attach copy afTruoI) o 10. Spousal Poverty Credit (date of death belWeen 12-31-91 and 1-1-95) -- -- ----- COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER THIS RETURN MUST BE FilED IN DUPUCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER FINAL ~ 3. Remainder Return (dale of death pnorta 12-13.a2) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Eleetion to tax under Sec. 9113{A) (Attach Sch 0) I;tHlS;SEcnON'MU~BSCOMPtETED1AtU:CORRESf!ONDENCE!1.NOl,CONADENTlAL'"'TAX INFORMATIONSHOUl.OtBEDIRECTED'.TO:~ NAME.- MELLON BANK, N. A. - COMPLI~TEMAii:iNG ADDRESS ATTN: ROBERT G. CHASE MELLON BANK N.A. P.O. BOX 7899, ~~. #193-0205 PHILADELPHIA, PA 19101-7899 (7) 160,518.00 x.O_ (15) x.O~ (16) x .12 (17) x .15 (18) (19) -OFFICIAL USE ONLY --- " :'/) . I' too Z W o z o 0.. Ul W It: It: o U FIRM NAME Ilf Applicable) ASST. V.P. TELEPHONE NUMBER 215-553-1047 01 -I r..) 1") Ci 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) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (1) (2) (3) (4) (S) (6) (9) (8) 160.,)]R.OO 10. Debt:: of Decedent, Mcrtgage Liabilities, & Liens (Schedule I) (10) (11) (12) (13) 160,518.00 11. Total Deductions (total Lines 9 & 10) 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) 14. Net Value Subject to Tax (Line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under See. 9116 (a){1.2) 16. Amount of Line 14 taxable at lineal rate 160,518.00 (14) 160,518.00 17. Amount of line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 9,631. 08 9,631.08 Decedent's Complete Address: STREET ADDRESS 1------"- I STATE I ZIP CITY Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) Total Credits (A + B + C ) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty 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) 9.631.08 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) (SA) (58) 9,631.08 A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. 9,631.08 Make Check Payable to: REGISTER OF WILLS, AGENT ;;:A .Jj l~~ul!I--~J PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.......................................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 c. retain a reversionary interest; or.......................................................................................................................... 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death .th t . . d 'd' ? 0 WI ou receiving a equate consl eration. .............................................................................................................. 3. Did decedent own an Hin trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 No 00 ~ ~ [!] o [iJ [Xl IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. DATE -;)- ~-o 7 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS ow_ II --. V ~.._.,~ . IIt...W' ~ 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. 99116 (a) (1.1) (i)l. 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. 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 retum 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. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenrs lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(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 decedenfs siblings is 12% [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.1510 EX. (7.83) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE JIG" TRANSFERS ESTATE OF FILE NUMBER Ruth A. McDanel 21-73-0370 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. 4 ITEM TOTAL VALUE I DECD. DOLLAR VALUE NUMBER DESCRIPTION OF PROPERTY EXCLUSION OF ASSET I % OF DECEDENT'S INT. INTEREST l. The life tenant of the above-named trust, Janice M. Adams, died on 5-28-07. Assetb as of 5-28-07 per attached statement. 160,518.00 , - I . ! i I I I TOTAL (Also enler on line 7, Recopitulationl i S (If more space is needed insert additional shHts of same size.) ]60,518.00 RE\151J EX. (2.87) ~ SCHEDULE J BENEFICIARIES COMMONWEALTH OF P~NN5YlVANIA INHEIITANCE TAX IETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Ruth A. McDanel 21-73-0370 ITEM RELATIONSHIP AMOUNT OR NUMBER NAME AND ADDRESS OF BENEFICIARY SHARE OF ESTATE A. Taxable Bequests: 1. John T. Adams Grandson 1/3 Residue 2. Cathy L. Adams Granddaue;hter 1/3 Residu~ 3. Robert s. Adams Grandson 1/3 Residue ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: 1. " TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) S (If mOle space is need.d, insert additionalshe.ts of same size) , . Estate Valuation Date of Death: Valuation Date: Processing Date: 3 ) 4) 5) 6) 7 ) OS/28/2007 OS/28/2007 08/07/2007 Estate of: MCDANEL RUTH A CO T/W Account: 10170537BN3 Report Type: Date of Death Number of Securities: 8 File ID: 0537BN3 Shares or Par Security Description High/Ask Low/Bid Mean &/or Div & Int Security Adj'ments Accruals Value 1) 1132.12 CASH & CASH EQUIVALENTS (CASH) 1,132.12 2 ) 2469.541 MELLON FDS TR (58551X843) BD FD CL M Mutual Fund (as quoted by NASDAQ) OS/25/2007 12.25000 Mkt 12.250000 30,251. 88 1769.021 MELLON FDS TR (58551X736) INTER BD FD M Mutual Fund (as quoted by NASDAQ) OS/25/2007 12.14000 Mkt 12.140000 21,475.91 341.705 MELLON FDS TR (58551X603) EMERGING MKT M Mutual Fund (as quoted by NASDAQ) OS/25/2007 23.13000 Mkt 23.13 0000 7,903.64 886.443 MELLON FDS TR (58551X504) INTL FD CL M Mutual Fund (as quoted by NASDAQ) OS/25/2007 18.20000 Mkt 18.200000 16,133.26 5765.382 MELLON FDS TR (58551X108) L CAP STK CL M Mutual Fund (as quoted by NASDAQ) OS/25/2007 11.75000 Mkt 11.750000 67,743.24 730.965 MELLON FDS TR (58551X306) MID CAP STK M Mutual Fund (as quoted by NASDAQ) OS/25/2007 14.66000 Mkt 14.660000 10,715.95 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) . . . ~. Date of Death: Valuation Date: Processing Date: OS/28/2007 OS/28/2007 08/07/2007 Estate of: MCDANEL RUTH A CO T/W Account: 10170537BN3 Report Type: Date of Death Number of Securities: 8 File ID: 0537BN3 Shares or Par Security Description High/Ask Low/Bid Mean &/or Div & Int Security Adj 'ments Accruals Value 8) 335.195 MELLON FDS TR (58551X405) SML CAP STK M Mutual Fund (as quoted by NASDAQ) OS/25/2007 15.40000 Mkt 15.400000 5,162.00 Total Value: Total Accrual: Total: $160,518.00 $160,518.00 $0.00 \ Page 2 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT . REV-1607 EX AFP (03-05) MELLON BANK ATTN ROBERT PO BOX 7899 PHILA NA G CHASE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-09-2007 MCDANEL 06-11-1973 21 73-0370 CUMBERLAND 101 RUTH A Amount Rem! tted PA 19101 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ..... REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF MCDANEL RUTH A FILE NO. 21 73- 0370 ACN 101 DA TE 10 - 09 - 2007 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-25-1974 PRINCIPAL TAX DUE: 10,355.94 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) ,- 03-14-1974 XB010628 5.10- 10,362.12 , -~.) ) 08-22-2007 CD008594 .00 9,631.08 : J " ", ; -- ,',' \,'_J ---;''"1 , , -'..,~ j ~"" ,,- 1--; p',) 0-1 TOTAL TAX CREDIT 19,988.10 BALANCE OF TAX DUE 9,632.16CR INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 9,632.16CR * SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR1, YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1 c; './