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Home My WebLink About01-11-08 -...I 15056041125 REV-1500 EX (06-05) PA Department of Revenue. Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year 2 1 0 7 File Number o 7 6 5 Date of Birth 256249527 091 920 0 6 01121926 Decedent's last Name Suffix Decedenfs First Name TANNER JAM E S MI N (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name TAN N E R WINIFRED MI M Spouse's Social Security Number 162226852 THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 00 1. Original Retum o 4. Limited Estate 00 o D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach Copy of Trust) D 10. Spousal Poverty Credit (date of death D 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 D o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes WILLIAM A DUN CAN 71724 9 778 0 Firm Name (If Applicable) DUNCAN & HARTMAN, P C REGISTER OF WILLS USE ONLY 1"-,) t:":'") t._::"":i C.7...? ( First line of address Second line of address ,..-"" \ .-- . ' , "~:~) '~1 ~l 1 I R V I N E ROW City or Post Office State ZIP Code DAliE FILED .' -=1 "-:? .J:.-. .; ---_.ic'_") ;,,:~ ,'"'; 1 .:];1 ~_,r',;_-1 CARLISLE P A 17013 CJl W . '.': ,J , 1 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE PA 17013 DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041125 15056041125 -...I <:::'. --.J 15056042126 REV-1500 EX Decedent's Name: JAMES N. TANNER 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 & Notes Receivable (Schedule D) .............. .......... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 6. Jointly Owned Property (Schedule F) D Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D Separate Billing Requested . . . . . .. 7. 8. Total Gross Assets (total lines 1-7) ................. .......... 8. 9.. Funeral Expenses & Administrative Costs (Schedule H) 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 Governmental Bequests/Sec 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. 218368.22 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.O _ 2 1 8 3 6 8. 2 2 16. Amount of Line 14 taxable at lineal rate X .0 0 . 0 0 17. Amount of line 14 taxable at sibling rate X .12 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 15. 16. 17. 18. 19. Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20.. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042126 Decedent's Social Security Number 256249527 5261.10 104450.12 9. 1 2 1 7 1 6.3 8 231427.60 13059.38 13059.38 218368.22 O. 0 0 O. 0 0 O. 0 0 O. 0 0 O. 0 0 D 15056042126 -.J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 07 0765 DECEDENTS NAME JAMES N. TANNER STREET ADDRESS 1404 VIEWMORE DRIVE CITY I STATE I ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 T otallnterest/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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 0.00 0.00 A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (58) 0.00 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; ................. ..................................................... D 00 b. retain the right to designate who shall use the property transferred or its income; ............................... D 00 c. retain a reversionary interest; or ................................................................................................ D 00 d. receive the promise for life of either payments, benefits or care? .. ..................................................... D 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................. ...................... ...... ........ ................. D 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... D 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............... .... ........ ............ ...... .......................................... ........... 00 D 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. ~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 zero (0) percent [72 P.S. ~9116 (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. ~9116(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. ~9116(1.2) [72 P.S. ~9116(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. ~9116(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 JAMES N. TANNER FILE NUMBER 21 07 0765 All property joinUy-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION METLlFE, INC. - 95 SHARES @ $55.38 [SEE ATTACHED VALUATION] VALUE AT DATE OF DEATH 5,261.10 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 5261.10 REV-1508 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF JAMES N. TANNER FILE NUMBER 21 07 0765 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 1. 2. DESCRIPTION SOVEREIGN BANK ACCOUNT # 2891033728 [SEE ATTACHED DATE OF DEATH VAUATION] SOVEREIGN BANK JUMBO CD ACCOUNT # 2895425615 [SEE ATTACHED DATE OF DEATH VALUATION] VALUE AT DATE OF DEATH 50,269.70 54,180.42 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 104450.12 REV-1510 EX + (6-98) . SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JAMES N. TANNER FILE NUMBER 21 07 0765 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INClUDE THE NAME OF THE TRANSFEREE. THEIR RElATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE OATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAl ESTATE. VALUE OF ASSET INTEREST VALUE (IF APPliCABlE) 1. SOVEREIGN BANK RETIREMENT CD # 3388042479 121,716.38 100. 121,716.38 [SEE ATTACHED DATE OF DEATH VALUATION] BENEFICIARY DESIGNATION OF WIDOW WINIFRED TANNER TO BE LITIGATED, IF NEW BENEFICIARY DETERMINED, SUPPLEMENTAL INHERITANCE TAX RETURN TO BE FILED WITH PROPER ASSESSMENT OF TAX REPORTED TOTAL (Also enter on line 7 Recapitulation) $ 121 716.38 (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 JAMES N. TANNER FILE NUMBER 21 07 0765 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. CUMBERLAND VALLEY CEMETERY - GRAVE OPENING 1,150.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 2. Name of Personal Representative (s) JAMES N. TANNER, JR. 5,785.69 Social Security Number(s)/EIN Number of Personal Representative(s) 172-36-2226 Street Address 1145 REDWOOD DRIVE City CARLISLE State P A Zip 17013 Year(s) Commission Paid: 2. AttomeyFees DUNCAN & HARTMAN, PC 5,785.69 3. Family Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees REGISTER OF WILLS 338.00 5. Accountants Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 13 059.38 (If more space is needed, insert additional sheets of the same size) ,,,,on,, '" "_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JAMES N. TANNER SCHEDULE J BENEFICIARIES 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 pnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. WINIFRED M. TANNER clo JAMES N. TANNER, JR. Spousal 1145 REDWOOD DRIVE 100% CARLISLE, PA 17013 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL-NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ FILE NUMBER 21 07 0765 (If more space is needed, insert additional sheets of the same size) LAST WILL & TESTAMENT OF I, JAMES N. TANNER, of 1401 Viewmore Drive, Carlisle, Cumberland County, Commonwealth of Pennsylvania, Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, 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 within my family's burial plot at Cumberland Valley Memorial Gardens 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, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my wife, WINIFRED M. TANNER, provided she survives me by thirty (30) days. In the eve~t she fails to survive me by thirty (30) days, I give, devise and bequeath all said tangible personal property unto my children, JAMES N. TANNER, JR., and BARBARA ANN SIMMONS, in equal shares per stirpes. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my wife, WINIFRED M. TANNER, provided she survives me by thirty days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath all said real estate unto my children, JAMES N. TANNER, JR., and BARBARA ANN SIMMONS, in equal shares per stirpes. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my wife, WINIFRED M. TANNER, provided she survives me by thirty (30) days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath all the rest, residue and remainder of my estate unto my children, JAMES N. TANNER, JR., and BARBARA ANN SIMMONS, in equal shares per stirpes. SEVENTH. 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. EIGHTH. I hereby nominate, constitute and appoint my son, JAMES N. TANNER, JR. as Executor of this my Last Will and Testament. In the event ofrenunciation, death, resignation or inability to act for any reason whatsoever of JAMES N. TANNER, JR., I nominate, constitute and appoint NICOLE MASCHMEYER as Executor of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with her duties, as such, in any jurisdiction in which she 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 her 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. NINTH. I have made, or may from time to time make, a written memorandum expressing my desire to give certain items of personal property to specific persons. I urge my 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 '\ild seal to th,ls, my Last Will and Testament, consisting of two typewritten pages this ,{ 41-1\ day of Uec<!lW\))rx' , 2005. ' ~ '\ , !<t~1-'1-~")L~j/i-.,,----~<..!j'v JAMES N. TANNER Signed, sealed published and declared by the above named Testator JAMES N. TANNER as and for his Last Will and Testament, in the 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. ~Vj~ r.... '. 1 q':."-',,~, ~ . '. 1\ '\ \ . ",. j'\;' \. ,'oj, . , .. ~-~~" .J ""..J '-' ,~ - ," COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, JAMES N. TANNER, 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. '\ (~.... L'f II Jdr~~/~'.I T~NNiR (;f' ~-'VIVi/ Sworn or affirmed to and acknowledged before me, by JAMES,N. TANNER this , LI of LXy-efY\\) e\.. day ,2005. . ",j..., ..jl 'il f'\ U' /--.,..\./ Y'~J'//.)I' i 1)/)/1\ (J'in (I ;~;t. f. ,'~:; { 1. ~ 1(_",:..- I -". f _, ,_.1..1ll_/_1 \...w NbtaFY, -Pu~lk" " 'r "~] r'- NOTARiAL SEAL ~ f\"'~,l,l,.~~;'. ,~l~~;mert: Nota~y Public . ...".(.d,do."le, Ctlmberl<md Co., PA . "'Yi1FS!Crl i='wlrt:l~ Aug 11 2fv' , _,,~~_~~'_':"'~~_=---_.~ ~I ~ f,,;;> '1 :;. . , _~' ~ COMMONWEALTH OF PENNSYLVANIA :SS. COUNTY OF CUMBERLAND We, 3C:~un '-l). hcJClJVns and uJ i 11/0. In f\. t)UI1CO (\ the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw JAMES N. TANNER 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. ~f/~ \ A~ \1') ~)J\ A- C ,--... Sworn or affirmed to and \J \../' ".J' '-C:-~_/'j subscribed before me by ~.'jc.n ~\ t). AdLl mS and [ U : {((ovn A'l~un~o(\ \./ I. , WItnesses, this III day of l.)ecem\aCJ\ ,2005. 'd~iCct Yf':~T::: Ka!hy L. Mummert, Notary Public J Dorough of Carlisle, Cumberland Co., PA l hlY Commission Expires Aug. 11, 2fl'}! BNY Mellon Shareo\vner Services P.O. Box 358333 Pittsburgh, P A 15252-8333 December 9, 2007 Company Name METLIFE, INC. SUSAN J HARTMAN Account Key TANNER ---JAMENOOOO RE: ESTATE OF JAMES N TANNER Investor ID # 806772933896 Control Number 200712070002772 Dear Sir or Madam: Thank you for contacting BNY Mellon Shareowner Services regarding the above referenced MetLife, Inc. common stock account. Our records show that the closing price on 09119/2006 was $ 55.38 per share. If you have any additional questions or concerns, please call our Customer Service Center at 1-800-649-3593. You may also access your MetLife, Inc. common stock account on the Internet at Sincerely, BNY Mellon Shareowner Services Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: James N. Tanner 256-24-9527 September 19,2006 Account #: 2891033728 Type: Checking In the name of: James N. Tanner or Winifred M. Tanner Date of Death Balance: $50,269.70 Int.(YTD) from 1/1/2006 to 917/2006 Accrued interest to date of death: $31.27 Other Info: Closed 8/21/07 Open date: 8/8/1991 $492.50 Account #: 2895425615 Type: CD In the name of: James N. Tanner or Winifred M. Tanner Date of Death Balance: $54,180.42 Int.(YTD) from 1/1/2006 to 8/31/2006 Accrued interest to date of death: $102.42 Other Info: Closed 8/21/07 Open date: 1/21/2003 $1,753.04 Account #: 3388042479 Type: In the name of: James N. Tanner Date of Death Balance: Int.(YTD) from 1/1/2007 to Accrued interest to date of death: Other Info: IRA Open date: 10/12/2007 $121,716.38 8/31/2007 $312.54 $3,417.03 Page 1 of 1