HomeMy WebLinkAbout09-02-08C~~t~r~~L
15056051058
-"` REV-1500 EX (06-05)
OFFICIAL USE ONLY
PA Department of Revenue
County Code Year
File Number
Bureau of Individual Taxes
Po sox 2sosol INHERITANCE TAX RETURN
T ~ I ~j
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Harrisburg, PA 17128-0601 n RESIDENT DECEDEN
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth ,-
195-20-6930 02!29!2008 08/11 / 1913
Decedent's Last Name Suffix Decedent's First Name MI
PROOF RUTH H
(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 OVALS BELOW
*; 1. Original Return 2. Supplemental Retum 3. Remainder Retum (date of death
prior to 12-13-82)
4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate lax Return Required
death after 12-12-82)
•: 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTU\L TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
EVELYN G YUNG (717) 766-7765
Firm Name (If Applicable)
REGISTER OF WILLS USE
ONLY
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First tine of address n
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940 GREEN LN Ti
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Second line of address
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City or Post Office State ZIP Code DAf$
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MECHANICSBURG PA 17055 .' - ' 1
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Correspondent's a-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 DATE
ADDRES~ _ -_
940 GREEN LN, MECHANICSBURG, PA 17055
__ _
_ __
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS _ __
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056051058 15056051058
15056052059
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: RUTH H PROOF 195-20-6930
RECAPITULATION
1. Reat 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. 11,575.33
6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... 6.
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested........ 7.
8. Total Gross Assets (total Lines 1-7) .................................... 8. 11,575.33
9. Funeral Expenses 8 Administrative Costs (Schedule H) ..................... 9. 12.,207.27
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I} ................ t0.
11. Total Deductions (total Lines 9 & 10) ................................... 11. 12,207.27
12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. -631.94
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 13j ........................ 14. 0.00
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_ 15.
16. Amount of Line 14 taxable
at lineal rate X .0 _ 16.
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE .........................................................19. 0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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15056052059 Side 2
15056052059
REV-1500 EX page 3 Fife Number
Decedent's Complete Address:
DECEDENT'S NAME DECEDENTS SOCIAL SECURITY NUMBER
RUTH H PROOF 195-20-6930
- __ _ _ _ -
STREETADDRESS
940 GREEN LN
CITY. _ _ _ _ _ STATE... _ ZIP
MECHAN{CSSURG PA 17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal PoveRy Credit
B. Prior Payments
C. Discount
(1)
0.00
3. InterestlPenalty if applicable
D. Interest
Total Credits (A + B + C) (2)
E. Penalty
__
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. (q)
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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable fo: REGISTER OF WILLS, AGENT
0.00
0.00
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 :.......................................................................................... ^
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? .............. ^ Q
4. Did decedent own an Individual Retirement Account, annuity, or other non•probate property which
contains a beneficiary designation? ........................................................................................................................ ^ ^><
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)j.
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)j. The statute does not exempt 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)j.
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)]. Asibling is defined, under
Section 9102, as an individual who has at feast one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX+ (8-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
RUTH H. PROOF 195206930
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.
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (i2-99}
SCHEDULE N
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES $c
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
RUTH H PROOF 195206930
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' RUSSELL P MCHENRY FUNERAL HOME, 119 CARPENTER ST, DUSHORE, PA 18614 (STATEMEI~ 8,148.52
2 TLF BLOOMING FLORIST, DUSHORE, PA (FLOWERS FOR FUNERAL) 114.48
3 BONANZA, TOWANDA, PA (MEAL AFTER FUNERAL) 229.27
t3. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 0.00
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s) _
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation} 3,500.00
Claimant EVELYN G. YUNG
Street Address 940 GREEN LN
City MECHANICSBURG State PA .Zip 17055
Relationship of Claimant to Decedent DAUGHTER
15.00
4. Probate Fees
5. Accountant's Fees 125.00
6. Tax Return Preparer's Fees 75.00
7.
TOTAL (Also enter on fine 9, Recapitulation), $ 12,207.27
(lf more space is needed, insert additional sheets of the same site)
REV 1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA SfNEFICIARiES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
RUTH H. PROOF 195206930
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
t TAXABLE DISTRIBUTIONS [inGude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)J
1 EVELYN G YUNG, 940 GREEN LN, MECHANICSBURG, PA 17055 DAUGHTER 100%
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 I $
(If more space is needed, insert additional sheets of the same size)
~~ T,=,T~: ~i E i\! T V F ACC®11i~lY'
Statement Period 03!25108 TO 04/24/08
1-877-SOV BANK (1-877-768-2265) wwwsovereignbank.com SOVEREIGN FREE INTEREST CHECKING
RUTH H PROOF Account # 1681704072
EVELYN G YUNG ATTY 1FF
Balances
Beginning Balance ` $3,126,81 Current Balance ` $3;127.07
DepositslCredits + $0.26 Average Daily Balance $3,126.81
Withdrawals/Debits =°$0.00 -_
Interest
Raid this Period' $ 0.26. Annual Percentage Yeld Earned 0.10%
Earned this Period $ 0.26 Paid Last Year $4.37
_
Paid Year-To-Date
$1.23 _
'The interest earned and the interest paid may differ depending on when interest is credited to your account
Account Activity -_
Date Description Additions Subtractions Balance
03-25 Beginning Balance $3,126.81
0424 INTEREST CREDIT $0.26 $3,127.07
04-24 Ending Balance ___$3,127,07___
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LAST WILL ANI3 TESTAMENT
OF
RIITH H. PROOF
I, RUTH H. PROOF, of Upper Allen Township, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, to my daughter,
EVELYN G. YUNG, or should she predecease me, to her issue per
stirpes by representation.
S$CUND: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease, ._
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
v
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction. to investm~:~.~ts at~.thori2ed for Pennsylvania r i~auc:i-
ari~~, as are deemed proper, without regard to ~~nj. princig,le of
divers€fi.cation, risk or productivity.
(E) To exercise any op~:.ion, right or pri.vile.~.~ chanted
in ~::surance policies or in other investments.
(F) To exerci>e ariy election or privil~:ge gi.v~n l: sr the
Fe3t~:ra1 and other tax laws, including, but not <~ecesrarily being
limited t.o, personal income, gift and estate or inheritance tax
lava.
(G) To make distributions to my herein named b~-~nefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or otlxers in order
to pay debts, taxes, or estate or trust administration e:~penses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment und~:r any qualified
retirement plan (pension plan, profit sharing plan, employee
stock oc~nership plan, or any other type of qualified plan) to the
e~ctent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
TgiIRD: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
~priiicipal of my residuary estate.
FOIIRTH: All interests rereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pl~:dge,
assignment, conveyance or anticipation.
FIFTH: I nominate and appoint EVELYN G. YUNG,
2
Executrix of this, my Last Will and Testament. In the event of
the death, resignation or inability to serve for any reason
whatsoever of the said EVELYN G. YUNG, I nominate and appoint my
granddaughter, CATHY A. BEAM, Executrix of this, my Last Will and
Testament. I direct that my Executrix, and her successors, shall
not be required to post security or a bond for the performance of
their duties in any jurisdiction.
~N WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this 3 ~ day of
~,,~, 1998.
!1 (SEAL)
RUTH H. PROO
Signed, sealed, published and declared by the abave-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
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