HomeMy WebLinkAbout02-20-08 (2)
.-J
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
15056041158
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
21 07
File Number
0623
ENTER DECEDENT INFORMATION BELOW'
Social Security Number Date of Death
Date of Birth
162-22-0606
06172007
06051927
Decedent's Last Name
Suffix
Decedent's First Name
MI
MEALS
MARY JANE
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
[[] 1. Original Return
D 4. Limited Estate
[[] 6. Decedent Died Testate
(Attach Copy of Will)
D 9. Litigation Proceeds Received
Supplemental Return
D
D
3, Remainder Return (date of death
prior to 12-13-82)
Future Interest Compromise (date of
death after 12-12-82)
Decedent Maintained a Living Trust D- 8. Total Number of Safe Deposit Boxes
(Attach Copy of Trust)
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
02,
D4a
o 7.
010.
5. Federal Estate Tax Return Required
RICHARD C. SNELBAKER
717-697-8528
Firm Name (If Applicable)
~::;
SNELBAKER & BRENNEMAN, P.C.
REGIS Qf)WILLS UsE=ONL Y
-c~. ::0 -"
0) "1
;" co
',:>
--- N
o
-~ .:-./~;
'\
First line of address
44 WEST MAIN STREET
P.O. BOX 318
,.,.-
Second line of address
C)
..
City or Post Office
State
liP Code
DATE FILED N
MECHANICSBURG
PA
17055
Correspondent's e-mail address:
Under penalties of perjury, 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,
SIGNATURE; OF PERSON RESPONSIBLE FOR FILING RETURN
ADDRESS "~7i:{~ (: 'li}.;.1 11 /L
JEFf A. A S, EXECUTOR
SIGNAT E PR ER 0 ER THAN REPRESENTATIVE
1045 ENGLISH DRIVE,
1704.
C. SNELBAKER, ESQUIRE 44 WEST MAIN STREET, MECHANICSBURG,
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056041158
6M4647 3.000
15056041158
---1
.J-{
--.J
15056042159
REV-1500 EX
Decedent's Name:M E A L S
RECAPITULATION
MARY JANE
Decedent's Social Security Number
162-22-0606
1. Real estate (Schedule A)
2. Stocks and Bonds (Schedule B) .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).
4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . .
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E).
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7). . . . . . . . . .
. 1. 128000.00
. 2. 14230.48
. ;3. 0.00
. 4. 0.00
. 5. 35199.06
. 6. 0.00
. 7. 0.00
. 8. 177429.54
. 9. 24682.20
10. 486.19
11. 25168.39
12. 152261.15
13. 0.00
14. 152261.15
9. Funeral Expenses & Administrative Costs (Schedule H).
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I).
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)
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 .0D- 0 . 00
16. Amount of Line 14 taxable
at lineal rate X .01f..5
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
152261.16
0.00
0.00
19. TAX DUE . . . . . .
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042159
6M4648 2.000
15. 0.00
16. 6851.75
17. 0.00
18. 0.00
19. 6851.75
W
15056042159
--.J
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
MEALS
STREET ADDRESS
File Number
0623
MARY JANE
CUMB RLAND COUNTY
CITY
MECHANICSBURG
STATE
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
0.00
0.00
0.00
Total Credits (A + B + C) (2)
6851.75
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
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 box 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)
A. Enter the interest on the tax due.
(5A)
6851.75
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
6851.75
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred; . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? ........
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
D
D
D
D
D
D
D
No
00
00
00
[X]
00
00
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.
F or 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 PS. 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.
F or 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 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.
6M4671 1.000
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
REV-1502 EX + (6-98)
ESTATE OF
FILE NUMBER
Mary Jane Meals
21 07 0623
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right ofsurvivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
128,000.00
Property located at 590 Brighton Place
Upper Allen Township, Cumberland County, Mechanicsburg,
PA 17055, sale value (see attached settlement sheet)
TOTAL (Also enter on line 1, Recapitulation)
$
128,000.00
3W46951.000
(If more space is needed, insert additional sheets of the same size)
t'reVlous eOlllons are OOS'..iIete
. -~~...
A. g~ttklnent Statement
form HUU-'I pmoJ ref HanaOOOK qjU:>.L
U.S. Department of Housing and Urban Development
B. Type of Loan OMB Approval No. 2502-0265 lexoires 11/30/2009)
1. DFHA 2. DFmHA 3. DConv. Unins. I 6. File Number I 7. Loan Number I 8. Mortgage Insurance Case Number
4. OVA 5. DConv. Ins. PY007-161RCS 0039804810
C. Note: I hiS form IS lumlshea 10 give you a 5 a ement 0 ac ual settlement cos~s. AmOUn!S palo 10 ana oy me settlemen agent are shown. I TitleExpress Selllement System
lIems marked "(p.o.c.)" were paid outside the closing: Ihey are shown here for Information purposes and are not inc;luded in the totals.
WARNING: II is a crime to knowingly make false stalemenls to the United States on Ihis or any olher similar form. Penalties upon
conviction can include a fine and imorisonmenl. For details see: Tille 16 U. S. Code Section 1001 and Section 1010.
D. NAME OF BORROWER: Mary S. Dreibelbis
ADDRESS:
E. NAME OF SELLER: Estate of Mary Jane Meals
ADDRESS:
F. NAME OF LENDER: ERA Home Loans
ADDRESS: 3000 Leadenhall Road Mount Laurel. NJ 08054
G. PROPERTY ADDRESS: 590 Brighton Place, Mechanicsburg, PA 17055
Upper Allen Townshio
H. SETTLEMENT AGENT: Pyramid Land Transfer LLC, Telephone: 717-960-1122 Fax: 717-960-1123
PLACE OF SETTLEMENT: 3915 Market Street. Camo Hill. PA 17011
I. SETTLEMENT DATE: 10/31/2007
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER
101. Contract sales mice 128 000.00 401. Contract sales mice 128000.00
102. Personal Prooertv 402. Personal Property
103. Selllement charnes to borrower (line 140m 2 983.53 403.
104. 404.
105. 405.
Adiustments for items oaid bv seller in advance Adiustments for items paid bv seller in advance
107. Countv taxes 1 0/31/07 to 12/31/07 76.12 407. County taxes 10/31/07 to 12/31107 76.12
108. School Taxes 10/31/07 to 06/30/08 1.063.27 408. School Taxes 10/31/07 to 06/30/08 1 063.27
109. 4th Qtr Sewer 10/31/07 to 12/31/07 67.39 409. 4th Qtr Sewer 10/31/07 to 12/31/07 67.39
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 132190.31 420. GROSS AMOUNT DUE TO SELLER 129.206.78
200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. Deoosit or earnest money 5 000.00 501. Excess Deoosit/see instructionsl
202. Princioal amount of new loans 100 000.00 502. Selllement charoes to seller Iline 140m 10.704.91
203. Existina loan Is) taken subiectto 503. Existino loan/s) taken subiect to
204. 504. Pavoff of First Mortaaae Loan
205. 505.
206. 506.
207. 507.
208. 50B.
209. 509.
Adiustments for items unoaid bv seller Adiustments for items unoaid bv seller
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 105.000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 10704.91
300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from borrower (line 120\ 132.190.31 601. Gross amount due to seller /line 420\ 129.206.78
302. Less amounts oaid by/for borrower lIine 22m . 105000.00 602. Less reduction l!mount due seller /line 52m 10.704.91
I 303. CASH FROM BORROWER 27190.31 603. CASH TO SELLER 118.501.87
SUBSTITUTE FORM 1099 SELLER STATEMENT: The Informalion contained herein Is important tax Information and Is being furnished to the Internal Revenue Service. If you are required 10 file a retum.
a negligence penally or olher sanction will be Imposed on you if this ilem Is required 10 be reported and the IRS delermlnes that il has not been reported. The Contracl Sales Price described on
line 401 above conslilules Ihe Gross Proceeds of Ihis transaction.
SELLER INSTRUCTIONS: If Ihis real estale was your principal residence', file Form 2119. Sale or Exchange of Principal Residence. for any gain, with your Income lax relum; for olher transactions.
complete Ihe applicable parts of Form 4797. Form 6252 andlor Schedule 0 (Form 1040).
You are required by law \0 provide the setUement agent (Fed. Tax 10 No; ) wilh your correct taxpayer idenlification number. If you do nol provide your correctlaxpayer identification
number, you may be subjecllo civil or criminal penalties imposed by law. Under penalties of perjury, I certify thatlhe number shown on this statement is my correct taxpayer idenlificalion number
TIN:
SELLER(S) SIGNATURE(S);
SELLER(S) NEW MAILING ADDRESS:
J ODsorete
TOlll1 nut..1- r \,,)IVU1 '1;;1 . 'UIl........"'....." ,~__._
JEPARTMENT OF HOUSING AND URBAN DEVElOPMENT
TTLEMENT 5T A TEMENT
File Number: PY007-161
TI E S I S
PAGE 2
- It e xoress ett ement jystem
JfTTLEMENT CHARGES PAID FROM PAID FROM
J. TOTAL SALES/BROKER'S COMMISSION based on Drice $128 000.00 @ 6.000 = 7,680.00 BORROWER'S SELLER'S
Division of commission /line 70m as follows: FUNDS AT FUNDS AT
701. $ 7 680.00 to ERA-NRT, Inc. SETTLEMENT SETTLEMENT
702. $ to
703. Commission paid at Settlement 7,680.00
704. Transaction Fee to ERA-NRT, Inc. 165.00
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Orioination Fee %
802. Loan Discount %
803. Aooraisal Fee
804. Credit Reoort to FNMA CBC (P.O.C.l 19.95 Buver
805. Lender's Insoection Fee
806. MortQaQe Application Fee to ERA Home Loans (P.O.C.l 500.00 Buver
807. Assumotion Fee
808. Flood Cert Fee to STARS (P.O.C.l 19.50 Buver
809. Document Preoaration Fee to ERA Home Loans (P.O.C.l85.00 Buyer
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 10/31/2007 to 11/01/2007 @$ 17.7800/day 1 Davs LR 17.78
902. Mortoaqe Insurance Premium for to
903. Hazard Insurance Premium for to
904.
905.
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance mo. @$ Imo
1002. Mortqaoe Insurance mo. @$ Imo
1003. City Property Tax mo. @$ Imo
1004. County Property Tax mo. @$ 37.35 Imo
1005. School Taxes mo. @$ 132.91 Imo
1009. Aooreoate Analysis Adiustment
1100. TITLE CHARGES
1101. Settlement or closina fee
1102. Abstract or title search
1103. Title examination .
1104. Title insurance binder
1105. Document Preoaration
1106. Notary Fees to Pyramid Land Transfer. LLC 22.00
1107. Attornev's fees to Snelbaker & Brenneman POC
(includes above items No: I
1108. Tille Insurance to Pyramid Land Transfer, LLC 998.75
(includes above items No: I
1109. Lender's Policy 100,000.00 ..
1110. Owner's Policy 128.000.00 - 998.75
1111. END 1003008108.1 to Pyramid Land Transfer. LLC 200.00
1112. Insured Closino Letter to Pyramid Land Transfer, LLC 35.00
1113. Document Retrieval Fee to Pyramid land Transfer, llC 50.00
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recordinq Fees Deed $ 38.50 . Mortqaoe $ 70.50 . Release $ 109.00
1202. Citv/County tax/stamos Deed $1,280.00 . Mortqaae $ 1 280.00
1203. State Tax/stamos Deed $1.280.00 . Mortoaoe $ 1,280.00
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survey
1302.
1303. Wire Transfer Fee to Pyramid Land Transfer llC 10.00
1304. Overniaht Packaqe to Pyramid land Transfer lLC 20.00
1305. 2007-08 School Taxes to Marlin Yohn tax collector 1 594.91
1306. Reimburse Resale Cert to Robert Willig 50.00
1307. November Monthly Dues to Bri!:lhton Place Condo Assn. 76.00
1308. 4th Otr Sewer to Upper Allen Township 100.00
1400. TOTAL SETTLEMENT CHARGES (enter on lines 103 Sec.Uon J_~lnd.502~ction Kl 2.983.53 10704.91
HUD CERTIFICATION OF BU"ND SELLER
I have carefull~ reviewed the HUD-l Setllement Slatement and to the best of my knowledg0 h. ellef. it is a true and accurate statement of all receipts and disbursements made on my account or by me
In thiS transaction. I further certify (hat I have received a copy of Ihe HUD-l Setllement Stale,lien,
/)11 ~ ~ Jx.J}1'
-' l' ll--1A--l . U /lOA ~
Mary ~. urelbelb'c)'~ . .--
~Jta ft!Io~ exe[.{,j00
~iS I
WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE
UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTIO~'
CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18:
U.S. CODE SECTION 1001 AND SECTION 1010.
/
/c/2,'!Ol-
DATE If
By:
REV-150:i EX +' (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Mary Jane Meals
21 07 0623
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIP110N
1. Sovereign Bancorp,Inc.
628 shares of common stock valued at $22.66 per share
VALUE AT DATE
OF DEATH
14,230.48
TOTAL (Also enter on line 2, Recapitulation) $
14,230.48
3W4696 1.000
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Mary Jane Meals
FILE NUMBER
21 07 0623
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
500.00
Commonwealth of Pennsylvania
2006 property tax rebate
2
Internal Revenue Service
refund on 2007 federal tax return
83.49
3
Public School Employees' Retirement System
final pension payment
129.60
4
Teamsters Pension
final pension payment
248.00
5
1989 Pontiac
sale value
100.00
6
AAA Auto Club
membership refund
56.70
7
Comcast Cable
refund on cable service
31.77
8
Westfield Insurance
premium refund on auto insurance
54.00
9
Haar's Auction
proceeds from sale of household goods
2,402.25
10
Central Pennsylvania Conference of United Metholdist
Church
two certificates of deposit each with a face value of
$10,000 each
20,149.60
11 Sovereign Bank 5,877.54
checking account #1681715082
12 Sovereign Bank 5,566.11
savings account #1684005943
3W46AD 1.000
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
35,199.06
REV.1S11 EX+ (10-06)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary Jane Meals
ITEM
NUMBER
A.
FILE NUMBER
21 07 0623
Debts of decedent must be reported on Schedule I.
DESCRIPTION
1.
FUNERAL EXPENSES:
Malpezzi Funeral Home, Inc.
funeral services
Total from continuation schedules
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
2.
Name of Personal Representative(s)
Street Address
City
State
lip
Year(s) Commission Paid:
Attorney Fees
Snelbaker & Brenneman, P.C
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
4.
Claimant
Street Address
City
State
lip
Relationship of Claimant to Decedent
5. Accountant's Fees
Probate Fees
6. Tax Return Preparer's Fees
7.
1
7W46AG 1.000
Register of Wills
filing fee for Inheritance Tax Return
2
Upper Allen Township
sewer expense
Total from continuation schedules
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
AMOUNT
8,053.18
180.00
2,500.00
306.00
15.00
100.00
13,528.02
24.682.20
Estate of: Mary Jane Meals
162-22-0606
Schedule H Part 1 (Page 2)
Item
No.
Description
Amount
2
Gingrich Memorials
cemetery inscription
180.00
Total (Carry forward to main schedule)
180.00
Estate of: Mary Jane Meals
162-22-0606
Schedule H Part 7 (Page 2)
3
PPL Electric
electric service
94.32
4
United Water Pennsylvania
water service
49.19
5
Brighton Place Condo Association
association dues
228.00
6
Haar's Auction
auctioneer's commission on sale of household goods
960.90
7
A Clean Sweep
condo cleaning
255.80
8 Settlement charges
associated with sale of property for Brighton Place
1. Realtor's commission - $7,680.00
2, Transfer tax - $1,280.00
3. 2007-08 school taxes - $1,594.91
4. Certification - $50.00
5. Upper Allen Sewer - $100.00
10,704.91
9
Register of Wills
short certificates
12.00
10
Reserve
for filing fees, accounting fees and other costs
associated with the administration of the decedent's
estate
1,000.00
11
Patriot News
advertising Executors' notice
147.90
12
Cumberland Law Journal
advertising Executors' notice
75.00
Total (Carry forward to main schedule)
13,528.02
REV-1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary Jane Meals
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21 07 0623
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Brighton Place Condo Association
association dues
79.80
2
Upper Allen Township
sewer expense
100.00
3
York Waste Disposal
trash service
43.50
4 PPL Electric
electric service
58.49
5
United Water Pennsylvania
water service
23.96
6
Verizon
phone service
30.44
7
Holy Spirit Hospital
medical services
150.00
3W46AH 2.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
486.19
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marv Jane Meals
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
Jeffrey A. Meals
1045 English Drive
Lebanon, PA 17042
FILE NUMBER
21 07 0623
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER
I
1/3 of residue as per Item Third of
Will
One Third of Residue: 50,753.72
Son
50,753.72
2 Robert A. Meals
642 Randall Circle
Hummelstown, PA 17036
1/3 of residue as per Item Third of
Will
One Third of Residue: 50,753.72
Son
50,753.72
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
3W46AI 1.000
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)
$
0.00
Estate of: Mary Jane Meals
162-22-0606
Schedule J Part 1 (Page 2)
Item
No. Description
Relation
Amount
3 Suzanne J. Schwartz
748 Mt. Gretna Road
Elizabethtown, PA 17022
1/3 of residue as per Item Third of
Will
One Third of Residue: 50,753.72
Daughter
50,753.72
4 Lisa A. James (formerly Lisa A.
Schwartz)
11254 Evans Trail, Apt 203
Beltsville, MD 20705
Bequest per Item Second of Will
Granddaughter
5 Jessica Potteiger
490 Indian Rock Circle
Elizabethtown, PA 17022
Bequest per Item Second of Will
Granddaughter
6 Troy L. Reynolds
HJ1355
SCI Camp Hill, P.O. Box 200
Camp Hill, PA 17001-0200
Bequest per Item Second of Will
Grandson
~
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
-- ._--_.-.~-"'"
LAST WILL AND TESTAMENT
I, MARY JANE MEALS, of the Borough of Mechanicsburg, County of Cumberland, and
Commonwealth of 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 void all former wills and codicils by me at anytime heretofore made.
FIRST. I order and direct that all my just debts and funeral expenses be paid by my
Executor or Executors, as the case may be, hereinafter named, as soon as conveniently may be
done after my decease.
SECOND. I order and direct my Executor or Executors, as the case may be, hereinafter
named, to set aside from my net distributable estate a sum of money being the lesser of ( a)
($15,000) Dollars, or (b) ten per centum (10%) of my net distributable estate, which sum I give
and bequeath in equal parts unto the following three (3) persons, namely, LISA A. SCHWARTZ
(my grand-daughter), JESSICA POTTEIGER (my grand-daughter) and TROY REYNOLDS (my
step-grandson), share and share alike, absolutely.
THIRD. I give, devise and bequeath all the rest, residue and remainder of my Estate, real
personal and mixed, whatsoever and wheresoever situated in equal shares unto my three
children, namely, ROBERT A. MEALS, SUZANNE J. SCHWARTZ and JEFFREY A. MEALS,
share and share alike, absolutely and in fee simple.
If any of my said children should predecease me and leave lawful issue to survive
me, I order and direct that share of such deceased child shall be distributed unto his or her issue
per stirpes by representation and not per capita.
If.any of my said children should predecease me without leaving issue to survive
me, I order and direct that the foregoing distribution to any such deceased child shall lapse and
that my residuary estate shall be distributed unto those beneficiaries otherwise entitled
hereunder.
,W OFFICES
~El8AKER.
lENNEMAN
k SPARE
LASTL Y. I nominate, constitute and appoint my son, namely, JEFFREY A MEALS,
to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to
qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and
appoint my other two children, namely, ROBERT A. MEALS and SUZANNE 1. SCHWARTZ
(or either of them in the event that one should fail to qualify or cease so to serve), to be the
Executors hereof, each and all to serve without bond or other security as a condition of
qualification hereunder.
IN WITNESS WHEREOF, I, MARY JANE MEALS, have hereunto set my hand and
seal to this my Last Will and Testament, which consists oftwo (2)) typewritten pages to each of
which I have affixed my signature this htJ~
day of February, A.D., Two Thousand Two
(2002).
YrJ,
~d'~ ~
M Y Jane Meals
(SEAL)
The preceding instrument, consisting of this and one (1) other typewritten pages each
identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and
declared by MARY JANE MEALS, the Testatrix therein named, 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, have subscribed our names as witnesses hereto.
~~
~a~
-2-
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND
SS.
)
We, MARY JANE MEALS, RICHARD C. SNELBAKER and JANE J. COONEY, the
Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
Testatrix signed and executed the instrument as her Last Will and Testament and that she had
signed willingly, and that she executed it as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the
Will as a witness and that to the best of his or her knowledge, the Testatrix was at that time
eighteen years of age or older, of sound mind and under no constraint or undue influence.
~ ~mes~
Subscribed, sworn to and acknowledged before me by MARY JANE MEALS, the
Testatrix, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANE J.
COONEY, the witnesses, this G ~ day of February, 2002.
~A-~~
Notary bb .
Notarial Seal
Susan L Zych. Notary PubJk:
M~ Boro, Cumberland County
My Comm/SSiOn Expires NO'l. 24, 2003
bet. Pennl!!y1llanla AsSClClafuJn of Notaries
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE