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HomeMy WebLinkAbout11-14-0815056041114 REV-1500 EX (06-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po Box 2aosol INHERITANCE TAX RETURN Harrisbu PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 21-08-0249 Social Security Number Date of Death Date of Birth 134-05-0146 02272008 05011912 Decedent's Last Name Suffix Decedent's First Name MI MCMURRAY (If Applicable) Enter Surviving Spouse's Information Below MARGARET M Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE OVALS BELOW REGISTER OF WILLS ©, D.. nginal Retum 0 2. Supplemental Retum [] 3. Remainder Return (date of death 4. Limited Estate Q 4a. Future Interest Compromise (date of Prior to 12-13-82) F d l ~ 5 death after 12-12-82) . e era Estate Tax Retum Required © 6. Decedent Died Testate (Attach Copy of Will) ~ 7. Decedent Maintained a Livin Trust g A 0 8. Total Number of Safe De osit B 0 9. Litigation Proceeds Received 0 ( ttach Copy of Trust) 10. Spousal Poverty Credit (date of de th p oxes a between 12-31-91 and 1-1-95) 11. Election to tax under Sec. 9113(A) 0 CORRESPONDENT-THIS SECTION MUST BE COMPLETED A (Attach Sch. 0) Name - . LL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Daytime Telephone Number STEPHEN D. TILEY Firm Name (If Applicable) 717-243-~38 ^~' ~ FREY AND TILEY n REGISTE LLSUSE~LY _" ~`~7 - First line of address ,.~~~ g _~ .-^? ~ ~ ~ r .- ' *Z 5 SOUTH HANOVER STREET t"-~''~ ~ ~ ~ t~' Second line of address ~~ ~ ~ ~ ±' City or Post Office State ZIP Code CARLISLE PA 17013 Correspondent's a-mail address: ~~ ~C, wiie~[ ana complete, Declaration of preparer other than the personal representati SIGNATUR OF PERS N RESPONSIBLE FOR FILING RETURN ADDRESS ' ~~ DOROTHY M. HOSTETTER, 5 ALLIANCE DR. SIGNATU OF PARER OTHER THAI REPRESENTATIVE is based on all ~ C ~ _ ~z =-~' ' _ ~ rT 1 W r ..-, J , (~ DATE FILED ~..i my //~T~/D ~ APT 304, CARLISLE, PA 17013 STEPHEN D. TILEY, 5 SOUTH HANOVER ST., CARLISLE, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 15D56041114 15056041114 • '~ 15056042115 REV-1500 EX Decedent's Social Security Number Decedent's Name: MARGARET M MCMURRAY RECAPITULATION 1. Real estate (Schedule A) ......................................... .. 1. NONE 2. Stocks and Bonds (Schedule B) ..... ............................... .. 2. 4 4 0 0 2 . 0 9 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. NONE 4. Mortgages & Notes Receivable (Schedule D) .................. . ....... .. a. NONE 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 12 313.5 3 6. Jointly Owned Property (Schedule F) []Separate Billing Requested . 6 NONE .. , .. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property .. . (Schedule G) OSeparate Billing Requested ...... .. 7 NONE 8. Total Gross Assets (total Lines 1-7) .... ............................ .. 8. 5 6315.62 9. Funeral Expenses & Administrative Costs (Schedule H) .................. .. 9. 7 5 61.7 8 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10 .............. . . -10 7 . O l 11. Total Deductions (total Lines 9 & 10) .. .............................. . 11. 7 4 5 4 . 7 7 12. Net Value of Estate (Line 8 minus Line 11) ....... ..................... 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which .12. 4 8 8 6 O . 8 5 an election to tax has not been made (Schedule J) ............ ........... . 13. 4 8 8 6 0. 8 5 14. Net Value Sub'ect to Tax Line 12 minus Line 13 .......... ............ TAX COMPUTATION -SEE INSTR C . 14. 0 . 0 0 U TIONS FOR APPLICABLE RATES. 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 0 16. Amount of Line 14 taxable 15. O. 0 0 at lineal rate X .0 4 5 17. Amount of Line 14 16. 0. 0 0 taxable at sibling rate X • 12 18. Amount of Line 14 taxable 17. 0 . 0 0 at collateral rate X , 15 18. 0. 0 0 19. TAX DUE ....... .................. .............................. 19. O . O O 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 15056042115 15056042115 REV-1500 EX Page 3 134-05-0146 Decedent's Complete Address: DECEDENT'S NAME AARGARET M MCti STREET ADDRESS CITY Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty File Number DECEDENT'S SOCIAL SECURITY NUMBER 134-05-0146 STATE ZIP A 17013 (1) 0.00 Total Credits (A + B + C) (2) 0.00 enalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPA 0 00 YMENT 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 0.00 . A. Enter the interest on the tax due. (5) 0.00 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILL o.oo S, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN " " X IN THE AP 1. Did decedent make a transfer and: PROP RIATE BLOCKS a. retain the use or income of the property transferred : ................... b retain th i Yes ^ X . e r ght to designate who shall use the property transferred or its income; .... , . , . • ... , ... c. retain a rev i ers onary interest; or .. ......... d. receive the promise for life of either payments, benefits or care? ..... . .. . . . ............. 2. If death occurr d ft ^ .... . e a er December 12, 1982, did decedent transfer property within on e 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 d d ^ ^ ^ ^ . ece ent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designations (L'f I • • • • .. i e nsurance payable to Funeral Home) 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 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)]. fhe 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)j. Asibling s defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 217 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCWEDULE B STOCKS & BONDS irra Mar aret M. FILE NUMBER 21-08-0249 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM JMBER DESCRIPTION 1. PNC Investment Brokerage Account No. 2947-8324 L.L.B. Hilliard, W.L. Lyons, Inc. Brokerage 41.624 shares Artisan Mid Cap Value Fund @ $18.32 1855.748 shares Blackrock Managed Inc. Svc @ $10.10 296.522 shares Eton Vance Large Cap Value A @ $21.80 146.205 shares Federated Equity Kaufmann Fund @ $5.75 16.110 shares Federated Equity Kaufmann Small Cap @ $23.21 286.453 shares Fidelity Adv VIII Div Intl Fund @ $20.18 9.137 shares Franklin Small Cap Value Fund A @ $40.19 226.864 shares Growth Fund of America Inc. CLF @ $32.37 2~ 3 shares Fairpoint Communications, Inc. @$10.63 on date of death 3. United States Savings Bonds liquidated (Includes accrued interest) VALUE AT DATE OF DEATH $762.55 $18,743.05 $6,464.18 $840.68 $373.91 $5,780.62 $367.22 $7,343.59 $31.89 $3,294.40 (If more space is needed, insert additional sheets of the same size) 217 REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY wurra near aret M. FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. 21-08-0249 All roe 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. TEM IMBER DESCRIPTION VALUE AT DATE 1 • Balance in Personal Checking Account # 5003854119 PNC Bank on Date of Death OF DEATH $2,461.89 2. The Alliance Development Fund, Inc. CD #1434 $2, 059.11 3• Chapel Pointe at Carlisle -Credit $57.32 4• Hoffman-Roth Funeral Home refund of Insurance in excess of funeral services $3, 935.21 5• United States Treasury -Economic Stimulus Check $300.00 6. Proceeds of Life Insurance 1 Metropolitan Life Insurance Co. Certificate No. 134-05-0146 $3, 500.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) .12,314 REV-1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES $ INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER McMurra Mar aret M. 21-08-0249 Debts of decedent must be re orted on Schedule I. ITEM NUMBER DESCRIPTION A• FUNERAL EXPENSES: AMOUNT 1 • (Funeral Home Paid by Insurance 0 2. Chapel Pointe at Carlisle -Grave marker and installation $815.00 B• ADMINISTRATIVE COSTS: 1 • Personal Representative's Commissions Name of Personal Representative(s) Dorothy M. Hostetter street address 5 Alliance Drive Apt. 304 City Carlisle State PA zip 17013 Year(s) Commission Paid: 2008 $2,815.78 2• Attorney Fees Frey and Tiley $3,500.00 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State zip Relationship of Claimant to Decedent 4• Probate Fees $181.00 5• Accountant's Fees Frey and Tiley 0 6• Tax Return Preparer's Fees Frey and Tiley 0 7. Reserve for Advertising - To Frey and Tiley $75.00. Cumberland Law Journal $150.00 The Sentinel $225.00 8. Service fee to sell 3 Shares Fairpoint Communications, Inc. $10.00 9. Register of Wills, filing fee for Inheritance Tax Return $15.00 TOTAL (Also enter on line 9, Reca itulation S 7 562 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+(12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS cnnurra Mar et M. FILE NUMBER Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimburse0 medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE 1. OF DEATH Schedule I-1 attached ($107.01) TOTAL (Also enter on line 10, Recapitulation) more space is needed, insert additional sheets of the same size) -107 McMurray, Margaret M. 21-08-0249 EXHIBIT "I-1" SCHEDULE OF DEBTS OF DECEDENT 1 Embarq -Final Telephone Bill 2 .Millennium Pharmacy Systems, Inc. 3 Carlisle HMA Physicians Management 4 Alert Pharmancy Services, Inc. 5 Verison -Telephone Reimbursement and Insurance 6 Kinetic Imaging 7 Spring Road Family Practice 8 Belvedere Medical Corp. 9 Fairpoint Communications, Inc. -Refund 10 Embarq -Automatic payment of telephone bill 11 Carlisle Borough Tax Account -Per Capita Tax 12 Check Printing Fee 13 Moffit Heart -Vascular Group 14 Embarq -Refund of Telephone charges 15 Mobile X-ray Imaging 16 Refund from Kinetic Imaging 25.40 18.62 99.44 14.00 (333.56) 8.47 12.36 24.56 (6.25) 25.40 4.90 16.99 13.68 (43.97) 21.42 (8.47) (107.01) Pagelofl 217 REV-1513 EX+ (g.00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE) BENEFICIARIES FILE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I• TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)j 1 RELATIONSHIP TO DECEDENT Do Not List Trustee/s1 AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ONIREV-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 1 Chapel Pointe at Carlisle (Business name of The Alliance Home of Carlisle, PA.; Inc., Formerly The Alliance Home of South Middleton Township, Cumberland County, Pennsylvania), 113 Residuary 770 South Hanover Street Carlisle, PA 17013 TOTAL OF PART II -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) $ SCHEDIILE J BENEFICIARIES 2. The Christian and Missionary Alliance 8595 Explorer Drive Colorado Springs, CO 80920 3. SEND International P.O. Box 513 Farmington, Michigan 48332-0513 (font:) 1 /3 Residuary 1 /3 Residuary ~~~d~, «, ~uv~ i~:j4rM PNC BANK 412-]05-7)47 Q PIVCBA]VC The Thfnkinq aehlnd The Money Mauch 24, 2008 Stephen D Tilcy 5 S lianovtr St Carlisle, PA 17013 1tE: Margaret M McMurray (Deceased) SSN; 134-05-0146 noD: D2-z7-2008 No, 1425 P. 1/1 I Dear Mr. They: bn response to your request for Date of Death balances for the customer noted above, our records show the following: C6eckiag Account Account # 5003854119 Established 07-08 2002 MARGARET M 1V,(C1bIURRAY AQD balance: $2,461.89 non imerest bearing The decedent maintained Investment Account # 29478324. Far further information, you maY camlasct the Brokerage nepartmerrt at 1-800-762-6111. Please note that this office only provides daft of death balances for deposit accounts (DtAs, CDs, Checking and Savings accounrts). We do ant process any i3nancial transactions or provide statement, If you need assistance with any of theso itolos, Please ca111-888-PNC-BANK (1-g88-762-2265) or stop by Your local pIVC Bank branch office. Sin ly, C.o een rowder 1-800-762-1775 P7 PFSC-04-F SOD First Ave Pittsburgh, PA 15219 Member FDIC Page 1 of 1 ® Pl\IC INVESTMENTS Member NASD and SIPC Apri123, 2008 Steve Tiley, Attorney-at-Law 5 South Hanover Street Carlisle, PA 17013 RE: Estate of Mazgazet McMurray Date of Death Valuation Date of Death -February 27, 2008 The date of death values for securities held by Margaret McMurray in PNC Investment Account Number 2947-8324 as of February 27, 2008, aze as follows: 41.624 shazes Artisan Mid Cap Value Fund 1855.748 shazes Blackrock Managed Inc Svc 296.522 shazes Eton Vance Large Cap Value A 146.205 shares Federated Equity Kaufinann Fund 16.110 shazes Federated Equity Kaufmann Small Cap 286.453 shares Fidelity Adv VIII Div Intl Fund 9.137 shazes Franklin Small Cap Value Fund A 226.864 shares Growth Fund of America Inc CL F @ $18.32 per share @ 10.10 per share @ 21.80 per shaze @ 5.75 per shaze @ 23.21 per share @ 20.18 per shaze @ 40.19 per shaze @ 3237 per share Please do not hesitate to contact me if I can provide you with further information. Sincerely, ~~ Charles E Little, CFP Senior Financial Consultant, VP CEL/djp The information contained herein has been obtained from sources we believe to be reliable but do not guarantee it to be accurate, correct, complete or timely, and shall not be responsible for the results obtained from it's use. PNC Investments LLC Member of The PNC Financial Services Group Two East Main Street Mechanicsburg Pennsylvania 17055 wvvw.pncinvestments.com ~~ ~No13 r~icC~a uee Important Irnestor Information: Securities and brokerage services are provided by PNC Investments LLC, member NASD and SIPC. Annuities and other insurance products are offered by PNC Insurance Services LLC, a licensed insurance agency. FRP: Historical Prices for FAIRPOINT COMM INC -Yahoo! finance Yahoo! My Yahoo! Mail More Make Y! My Home Page New User? Sign Up Sign In Help ~~yy ~+,, ~ _r1~~;,, F~~~~~E Search __ _ __ _ ~ .. WEB SEARCH Dow 'P 4.67% Nasdaq • 3.43% 'GET i~1U0i Finance Search 10/20/08 6:05 PM Monday, October 20, 2008, 6:OSPM ET - U.S. Markets Closed. Fairpoint Communications, Inc. (FRP) ~" At 4:02PM ET: 5.60 Z` 0.32 {6.06%) ,~ ~ i ~ "~ ~ ls8fi~~efb~ '" ~ ,~ ~ ~- TEi~lD1= E k?IR F FREE TRAD~~~ - Ys ~Ts~QO. CxTAAf~E 5¢[Yrltl¢T LLC ...,: HIStOCICBI Pric@S Get Historical Prices for: E ~ -gip SET DATE RANGE ADVERTISEMENT Start Date: E Feb r ~ ~'"" Daily „__~ ' 27 ; 2008 j Eg. ]an 1, 2003 ~ Weekly ~'1aV~ ~~~ , , ; ~~~CIC~ GI ~~(3i`h" End Date:. ~ .Few' b . ; ,~ 27 ' 2 8 ~ Monthly ; ~t"eC~l~ ~~C~}-.~._ ~., . Dividends Only ~~115 I1~IO)r7T}'1~ ~ ~~. Get Prices ; . . ~~ ~ ~a~S ~ ~! ~~ 840 First ~ Prev ~ Next ~ Last 750 P~tiCES S 650 ,~ You are here 550 ;~ Date Open High Low Close Volume Adj ~ 450 ; Close' .340 27-Feb-08 10.38 10.74 10.04 10.63 309,400 9,52 310 "Close price adjusted for dividends and splits. e EXp~1'1At7 First ~ Prev ~ Next ~ Last e4o f"1 Download To Sprea dsheet 750 'i 650 '~ You Ste here 550 t~ 450 340 31.0 j Equifax s4o 750 650 You Sre here 550 (678) 450 M1 340 ' 310 '~ Ciifclr; He; r8 .Tn t Ge~,~oref~ + ~~ tp:/ /finance.yahoo.com/q/hp?s=FRP&a=O1&b=27&c=2008&d=01&e=27&f=2008&g=d Page 1 of ~ THE Apri122, 2008 A L L I A N C E DEVELOPMENT FUND, INC. Frey & Tiley Attention: Mr. Stephen D. Tiley 5 South Hanover Street Carlisle, PA 17013 RE: Estate of Margaret M. McMurray Dear Mr. Tiley: Thank you for sending us the paperwork on Margaret McMurray's Estate. I do apologize about the mix-up on not receiving the paperwork at our office; I did not see it due to it being paper clipped on the back of other paperwork. You had requested the Date of Death for the CD # 1434. The balance on February 27, 2008 was $2,059.11. In order to close this account with us, we will need the following documentation: 1. Certified Copy of the Death Certificate 2. A Letter of Instruction from Ms. Hostetter requesting the redemption of the CD. If you have any further questions, you may call me at our office. Our Toll-Free Number is 888-878-3060, and my Direct Number is 719-268-2268. Sincerely, April Anderson Investment Services Teller Alliance Development Fund; Inc. Email address: AndersonA(cr~adf-inc com /aa A SUPPORTING ORGANIZATION O F THE C H R I S T I A N P. O. Box 63419, Colorado Springs, CO 80962-3419 Main 719.268.2250 FAX 719.268.2259 Toll Free 888.878.3060 AND M I S S I O N A R Y Web Site www.adf-inc.com E-mail adfCaadf-inc.com A L L I A N C E .~culated Value of Your Paper Savings Bond(s) ~' ' Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 04/2008 1 000.00 $3,294.40 $2,294 40 • $64.80 Bonds: 1-4 of 4 Page T of 1 NA" EE NA EE $500'07/1986'07/2008 07/2016: $500 07 $250 00: ~~ •~.- .$573 60 o 4.00 /o $823.60 -.. ", ° ""` NA: EE , ; /1986 07/2008 07/2016 _....:.- _...".._ ... F.. $500 07/ 1986r07 /2008 07/2016 __. $250:OO.Y, X 50 00 . - _573.60">._ = _ 4.00% ~ ... .. ~... $823.60 - _.._NA -EE 1 . ~ _} m $500.07/1986 07/2008 07/2016: 1 2 X573 60 • r ..M ~..........,...... $250 00 4.00%; _....... r.._. $823.60 .. _...... . . _ .. = Totals for 4 Bonds: $1 000 00' _ _.. $573.60 4 _ 4.00% ..._.,$823.60 . 2 294.40: $3,294.40: NI a Not Issued _. E Not eligible for payment _. _...... _... Includes 3 month interest_ penalty .......... MA :Matured and not earning interest httn•//cxnx,tx, traacntvrlirart ;,,,~,/RrieRrn,.;,,,, r ~. ;; ~ Internal Revenue Service Department of the Treasury P.O. Box 12070 District Phi 1 a. , Pa. 19105 Director ~ The Alliance Home of South Middleton Township Cumberland 770 South Hanover Street Carlisle, Pa. 17013 Person to Contact: K. Smith Telephone Number: (215) 597-4168 Refer Reply to: E0:7207:RS Date: ~R . Dear Gentlemen: We are supplying the following information in replq to your letter of April 1, 1985. The Alliance Home of South Middleton Township Cumberland is exempt from Federal income taz under section 501(c)(3) of the Internal Revenue Code as of August, 1952. According to our records pour Employer Identification Number is 23-1445658. We have also determined that you are not a private foundation within the meaning of_section 509(a) of the Code because you are an organization de- scribed in section 509(a)(2). Sincerely yours, ~~~~ -`~ Thom~s.,.~ . _R ~~ Exempt O~ga zat~~ns Group Manager Employee Plans and Exempt Organizatior. Division r, ,vernal Revenue Service; ~ ~-~°'' ^ ~ r~n~ 1. ~ v2-~' ~~ r _ epartment of the Treas ury Date: December 19, 2005 - ~ '~- ~+~ :~ ~ ~ ~ . ,b. Box 2508 Ci T , ~, .~; ~ -, .~ ~E cinnati, OH .!45201 . ~. ':~ J 'Y C.,s ~ o CHRISTIAN & MISSIONARY ALLIANCE person to Contact: ~ TIMOTHY W CUMIVIINGS . ~ Ms. Benson #31-07273 PO BOX 35000 ~ Customer Service Representative COLORADO SPRINGS CO 80935-3500 To11 Free Telephone Number: 877-829-5500 Federal Identification Number: 13-1623940 Group Exemption Number: 2284 Dear Sir or Madam: This is in response to your request of December 19, 2005 regarding a copy of your or exemption letter. ganization's group In. May 1972 we issued a determination. letter that recognized your organization as exem tax. Our records indicate that your organization is currently exempt under section 501 ~c Revenue Code. ~ pt from federal iricome ( )(3) of the Internal Based on the information submitted, we recognized the subordinates .supplied as exempt from federal income tax under section 501(c)(3) of the Codethe list your organization Our records indicate that contributions to your organization are deductible under secfio that you are qualified to receive tax~deductible bequests, devises, transfers or ifts un n 170 of the Code, and 2522_o.~t1~1~E~l--fee-Codes,-___ 9 der section 2055, 2106 or If you have an , p p ~ -- - yquestions lease call us at the tele hone number shown in the heading of this letter. Sincerely, . ~~~ . Janna K. Skufca, Director, TE/GE Customer Account Services District Director ° Richard Oestreicher Send International of the United States P.O. Box Si 3, 36200 Freedom Road Farmington, rff 48024 Dear Mr. Oestreicher: Y. o. Bax 3159 Cincinnati, Ohio 45201 Person to Contact: Betty Hill Telephone Number: 513-684-3563 Refer Reply to: CSEP-31ooi433 Date~pR 0 5 1984 EIx: 4i-o7~390~ ' In response to your letter dated March 1, 1984, we have changed the former name Far Eastern Gospel Crusade to Send International of the United States to reflect on our recon3s and to be added to the cumulative Bulletin, Publication 78, if not in this revision it trill be in the subsequent issue. If we can ~be of any further assistance, please contact the person whose name and number are shown above. Sincerely yours, .. ~~ James J. Ryan District Director ~Af~ E.~ST~R~i (~=i~?tt ~ +,~~"°i, C~t~S.~~ S. TR ~ ASURY DEPARTMENT '; ~°•~ •>:; ~ INTER AL REVENUE SERVICE ~~ ~~''~' JU L ~ 0 19;;~ ~1SHINGTON 25, D. C. ~~ !'~ I - Ik F,IS~llt9! ~ 1277:':::~: ~ t.l FEPLY REFER TO T:R:_O:,z - -~.__ ~ ,Sl1L 17 i96~ Far pastern Gospel Crusade PURPOSE 11F625 Gret~ield Road 8eligi,ous Detroit, Michigan 1$227 ADDRESS INQUIRIES 8 FILE RETURNS wtTH D157RICT OtRECTOR OF INTERNAL RE~ENU~ Detroit, Michigan Ge*J.~l~mPn. FORM 99o-A ACCOUNTING PERIOD REAUIRED ENDING ~- - LJ YES ~ NO Based upon the evidence submitted, it is held that you are exempt ham FedercI income tax as an organiza- tion described in section 501(e)(3) of the Internal Revenue Code, as !t is shown Lhat you nre organized and operated exclusively Eor the purpose shown above. Any questions oneeminq ezcse, er.:ployarent or other Federal taxes should be submitted to your District Director. You are not required to file Federal income tax rettsns so long ns you retain an exempt status, unless you are su'oleet to the tax on unrelated business incor..e imposed by section 511 aE the Code and cre require3 to file Fomt 930-T for the purpose of reporting unrelated business taxable !Home. Any eitanges in your orgc- ization's character, purposes or method of operction should be reported lmnediately to your Dtstct Direc:oz for consldetation of their effect upon your exempt status. You should also report any c'r~rrge fn your acte or address. Your !lability foc filing the nnnual iniorrratton return, Forn 950, is set forth above. That mum, if required, must be filed after the close of your annual accounting period indicated above. Contributions made to you are deductible by dopers as provided in section 1 i0 of the Codr. bequests, legacies, devises, transfers or gifts to or for•your use are deductible Eor Federal estate a:.d gift tax pur- poses under the provisions of sections 2055, 2 f 00 and 2522 of the Code. You are not liable for the fates imposed under the Federal Insurance Contributions Act (socicI sectuity taxes) unless you file a waiver of exemption certificate as provided in such act. You are not liable for toe tax tmposed under the Federal Unemployment Tax Act. Inquiries about the wciver of exerrptfon eertifiectr for social security taxes should be addressed to yorr District Director. Your District Director is being advised of this action. „_ • t , ^~ Very truly yours, /~ '. r ~yZi /. Chief, Exe4npt Organ[zaLons Branch ?~~:; WO fff.N7 FORM 6977 (REV, tl-b21 t• F: ~sr ~; LAST WILL AND TESTAMENT OF MARGARET M. McMURRAY I, Margaret M. McMurray, of the Borough. of Carlisle, (770 South Hanover Street), Cumberland County, 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 and making void any and all ~Ils and Codicils heretofore made. FIRST I direct the payment of my just debts and funeral expenses as soon after my death as may be convenient to do so. I request that a memorial funeral service be conducted for me at the Chapel Pointe at Carlisle (formerly The Alliance Home of Carlisle, Pennsylvania), and that my body be interred in a plot, owned by The Alliance Home of Carlisle, Pennsylvania at the LeTort Cemetery, Carlisle, Pennsylvania. SECOND I give and bequeath all articles of personal use and adornment and all tangible personal property including the contents of the apartment which I occupy at Chapel Pointe at Carlisle, Pennsylvania, to the said Chapel Pointe at Carlisle, Pennsylvania. THIRD All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares as follows; Ci , (1) One share to Chapel Pointe at Carlisle, of 770 South Hanover Street, 4~~ Carlisle, Pennsylvania 17013. ~ (2) One share to The Christian and Missionary Alliance, P.O.,Box 35000, Colorado Springs, Colorado 80935-3500, to be used for the Alliance Development Fund and Great Commission Fund in such manner,and proportion as the governing body of said Christian and Missionary Alliance shall deem best; and (3) One share to SEND International, Box 513, Farmington, Michigan 48332- 0513, to be used for expenses in connection with the operation of the home office and the missionary needs in such manner and .proportion as the governing body shall deem best. ` FOURTH ;Y. ~"~. I hereby nominate, constitute and appoint Dorothy M. Hostetter, of 5 Alliance Drive, Apartment 304, Carlisle, Pennsylvania 17013, as Executrix of this my Last Will and Testament. In the event of the renunciation, death, resignation or inability to act for any reason whatsoever of the said Dorothy M. Hostetter, I nominate, constitute and appoint the then Administrator or Executive Director of the said Chapel Pointe at Carlisle as Executor of this my Last Will and Testament. I further direct that no bond Last Will and Testament of Margaret M. McMurray Page I of 3 or other security shall be required of any Executor or Executrix a the performance of his, her or its duties in any jurisdiction in which heteshe or it m l~for be called upon to act. The terms Executor or Executrix may be used interchangeably in this WII and shall refer to any Executor or Executrix appointed in this will, or any other Administrator appointed by a court of competent jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on three (3) pages (including notary page), this 22nd day of June, 2005. ~~ Margare M. cM rra EAL) Y Signed, sealed, published, and declared by Margaret M. McMurray, the Testatrix above named, as and for her Last WII and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, .have hereunto subscribed our names as attesting witnesses. ~ 7'~ ~~ ~~~ C~~~ Last Will and Testament of Margaret M. McMurray Page 2 of 3 COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS: We, Margaret M. McMurray, the Testatrix in, and Stephen D Tilev Sharon J. DeVos ,the witnesses, to the Last Will and Testament, the 'and attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: a. that .I, the Testatrix, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and b. that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Last-Will and Testament, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Last Will and Testament as a witness and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Margar t M. cMu y --~``~ _~~lr.~itl~C~7l~~ Subscribed, sworn to and acknowledged before me by the Testatrix and the witnesses above-named, this 22nd day of June, 2005. ~_ JJ ^~ Notary Public TRISHqNOTARIAL SEAL LIESS. NOTARY PUBLIC B~OUGM oP CARLISLE. CUMSERLANO CO., PA MY COMIWSSION EXPIRES MAY 20, T008 Last Will and Testmnent of Margaret M. McMurray Page 3 of3