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Home My WebLink About12-31-08 1505607121 06~ 05 REV-1500 Ex ( - ) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Cade Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 8 0 7 9 2 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 7 0 7 2 8 2 0 0 8 1 0 2 5 1 9 2 3 Decedent's Last Name Suffix Decedent's First Name MI C O L S O N M Y R L E: H (If Applicable) Enter Surviving Spouse's Information Betow Spouse's Last Name Suffur 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 ^X 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Retum (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) QX 6. Decedent pied Testate ~ 7. Decedent Maintained a Living Trust 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 CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Datrtime Telephone Number ,..,~ D A V I D M B 0 G A C Z Y K E S Q ,- ~.~ 5 7 0 6 ~`~ t-~ 2 ~= 5 ]~ ,, Firm Name (If Applicable) ~ ~ ~ -~ __ _ _ _ -_,,__ _ ___ ,~., _ ___ REGISTER OF MAl1U,~1lJSE ONI]Y ~_ I D A V I D M B O G A C Z Y K P C `- ~ ~~ ~ ` ~. _.. First line of address ~' " J ~' - ..f -~ -r. ~° " 2 2 0 M A I N S T R E E T , _~~ : -~ '~ Second line of addre ss ~ __ ~~ • • - i:, , , ~' _c- ~' City or Post Office B L O S S B U R G State ZIP Code P A 1 6 9 1 2 DATE FILED Correspondent's e-mail address: Under penalties of perjury, I dedare that I have examined this return, induding acx:ompanying 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 ~vhich preparer has any knowledge. SIG URE OF PERSON RESPONSIBLE FOR FILING RETU ~ DATE ,. _...0 .,. ~ o ~„ , , . 111 McINTY TREET SIG TORE F P AR OTRER~' HA ~,;. ~ ,~ A RESS, 220 MAIN S BURG BLOSSBURG PLEASE USE ORIGINAL FORM ONLY PA 16912 DATE PA 16912 Side 1 1505607121 7,505607121 J( !_ , 1505607221 REV-1500 EX Decedent's Social Security Number decedent's Marne: M Y R L E H• C 01. S O N RECAPITULATION 1. Real estate (Schedule A) ...................................... .. 1. 2. Stocks and Bonds (Schedule B) ................................ .. 2. _ 3. Closely kleld Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages 8 Notes Receivable (Schedule D) ...................... .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .. 5. 5 6 4 6 6 . 9 3 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ..... .. 7. 8. Total Gross Assets (total Lines 1-7) ......................... .. 8. 5 6 4 6 6. 9 3 9. Funeral Expenses & Administrative Costs (Schedule H) ....... 9. ......... 4 3 3 7 • ? 7 10. Debts of Decedent, Mortgage Liabilities, i3< Liens (Schedule I) ... ......... 10. 1 7 9 5 . 3 1 11. Total Deductions (total Lines 9 & 10) .................. , 11. ........ 6 1 3 3 . D 8 12. Net Value of Estate (Line 8 minus Line 11) ................ ......... 12. 5 0 3 3 3 • B 5 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. 5 0 3 3 3 . 8 5 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 , D D 0 15. 16. Amount of Line 14 taxable at lineal rate X..045 5 0 3 3 3. 8 5 1s. 17. Amount of Line 14 taxable at sibling rate X .12 D D 0 17, 18. Amount of Line 14 taxable at collateral rate X .15 D 0 0 1 g 19. Tax Due .............. ........................... ..... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0. 0 0 2 2 6 5. 0 2 0. 0 0 0. 0 0 2 2 6 5. 0 2 Side 5607221 REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME MYRLE H. COLSON _ STREET ADDRESS 101 POPLAR STREET CITY SUMMERDALE STATE ~ ZIP PA 17093 Tax Payments and Credits: ~• _ Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty C[edit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty 4. 5. File Number 21 08 0792 (1) $2,265.02 Total Credits (A + B +C) (2) $0.00 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. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (4) $0.00 (5} $2,265.02 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) _ _ $2.265.02 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 : ....................................................................... ^ 0 b. retain the right to designate who shall use the property transferred or its income; ................ ............... ^ ^X c. retain a reversionary interest; or ................................................................................................ d. receive the promise for life of either payments, benefits or care? ....................................................... ^ ^ ^X 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ......................................................................... .............. ^ 0 3. Did decedent own an 'intrust for' or payable upon death bank account or security at his or her death? ......... ^ X^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................................................................ .................. a 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 evenrf 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)j. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Total InterestlPenalty (D + E) (3) $0.00 REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER MYRLE H. COLSON 21 08 0792 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 DESCRIPTION VALUE AT DATE OF DEATH 1. SOVEREIGN BANK, SHADY LANE, ENOLA, PA 17025; CHECKING ACCOUNT $19,392.25 _ #921712022 2. - SOVEREIGN BANK, SHADY LANE, ENOLA, PA 17025; SAVINGS ACCOUNT $35,141.48 #924029721 3. PENN TREATY NETWORK AMERICA -LONG TERM CARE INSURANCE: PREMIUM $132.95 REFUND 4. PENN TREATY NETWORK AMERICA -MEDICAL INSURANCE PREMIUM REFUND $118.48 5. ERIE INSURANCE EXCHANGE -HOMEOWNER'S INSURANCE PREMIUM REFUND $173.00 6. 30CIAL SECURITY ADMINISTRATION -RETIREMENT BENEFITS $788.00 7. PENNSYLVANIA STATE RETIREMENT SYSTEM -RETIREMENT BENEFITS $720.77 TOTAL (Also enter on line 5, Recapitulation) + $ (If more space is needed, insert additional sheets of the same size) 93 REV-1511 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS. ESTATE OF FILE NUMBER MYRLE H. COLSON 21 08 0792 Debts of decedent must be reported on Schedule i. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: - 1. RICHARDSON FUNERAL HOME, INC. $2,076.00 2. CRESCENT SALE -URN $67.00 3. FLOWERS $278.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Zip _ Year(s) Commission Paid: 2, Attorney Fees DAVID M. BOGACZYK, PC 3. Family Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant Street Address City State Lp - Relationship of Claimant to Decedent 4• Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 5. I Accountant's Fees 6. ~ Tax Return Preparer's Fees 7. CUMBERLAND CO LEGAL JOURNAL -ESTATE ADVERTISING 8. PATRIOT NEWS -ESTATE ADVERTISING 9. US POSTAL SERVICE -POSTAGE RETURN OF AMERICAN MEDICAL ALARM TOTAL (Also enter on line 9, Recapitulation) ~ ; $1, 500.00 $124.00 $75.00 $206.54 $11.23 (If more space is needed, insert additional sheets of the same size) 77 REV-1512 EX + (12-03) SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES ~ LIENS RESIDENT DECEDENT s ESTATE OF FILE NUMBER MYRLE H. COLSON 21 08 0792 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH -1. PENNSYLVANIA AMERICAN WATER -DECEDENT'S ACCOUNT $49.53 2. COMCAST TELEVISION -DECEDENT'S ACOUNT $6.86 3. PP8~L -DECEDENT'S ACCOUNT $47.78 4. VERIZON - DECEDENT'S ACOUNT $30.19 5. STATE EMPLOYEE'S RETIREMENT SYSTEM -RETURN OF BENEFITS PAID $48.05 6. PENNSYLVANIA AMERICAN WATER -DECEDENTS UNCLEARED CHE(:K #979 $28.88 7. DEBBIE LUPOLD TREASURER- DECEDENT'S UNCLEARED CHECK #973 $771.61 8. PP&L ELECTRIC -DECEDENT'S UNCLEARED CHECK #978 $24.41 9. SOCIAL SECURITY ADMINISTRATION -RETURN OF BENEFITS PAID $788.00 TOTAL (Also enter on line 117, Recapitulation) I $ 1, 795.31 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-00) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MYRLE H. COLSON 2.1 08 0792 RELATIONSHIP T'0 DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [ndude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. SANDRA L. MUNDIS Lineal - 111 McINTYRE ST 50% BLOSSBURG, PA 16912 2. MARSHALL K. COLSON Lineal 209 ORCHARD ROAD 50% CAMP HILL, PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 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. 1. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 1. 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 CO1/ER SHEET S (IT more space tS neetletl, Insert atltlliltlnal sheets of the same size) I - _ ~ LAST WILL AND TESTAMENT -"_~ _ OF __ .._ ', MYRLE H COLSON _ - _ ~!•, _-. .., ,: j -- - . -~, I, MYRLE H. COLSON of Summerdale, East Pennsbcro Township, ~ ~Cu.mberland County, Pennsylvania, being of sound and disposing a ~ . w •~ a: v \ ~ `. a, ~ ,\ o a o U x ~•_f a _, ~, jmind, memory and understanding, do hereby make, publish and declare this to be my, Last Will and Testament, hereby revoking lany and all Wills and Codicils previously made by me at any time theretofore. I FIRST: I hereby direct that my personal representative(; Thereinafter named, to pay all my just debts, funeral and testa- mentary expenses, including inheritance taxes, as soon after my demise as may be practicable. SECOND: All the rest, residue and remainder of my estate that I own in my own name, I hereby give, devise and bequeath, equally and per capita, to my two (2) children: A. FIFTY (50%) PER CENT to my son, MARSHALL K. COLSON, JR. and B. FIFTY (50%) PER CENT to my daughter, SANDRA L. MUNDIS. THIRD: I hereby nominate, constitute and appoint my children, SANDRA L. MUNDIS and MARSHALL K. COLSON, JR, as Co-Executors of this my, Last Will and `.Pestament. FOURTH: The abovenamed persons shall not be required to post bond or surety in this or any other jurisdiction for faith- f~ul compliance of the office of Co-Executors. IN WITNESS WHEREOF, I hereunto se~ my hand and seal to this ,rid one (1) other typewritten page, identified by my signature, to this my, Last Will and Testament, dated. on this the ' r, day o f `j`r'?-'" l g 'i / ,~ - ~ L_; ,,,i..,• 1%% SEAL MYRLE H. COLSON The preceding instrument, consisting of th_Cs and one (1) other typewritten page, identified by the signature of the Testatrix, MYRLE H. COLSON, as and for her Last Will, who at her request, in her presence and in the presence of eacYi other, .have subscribed our names as WITNESSES hereto. ~. ~, ~~ ~ i ;, RESIDING AT %:~' ~ ~/~ "~. ;~ ; RESIDING AT ~ ?~~`~ ~~- ~{ ' '~ "-- .fl i~ OMMOPIWEALTH OF PENNSYLVANIA. ) ss.. OUNTY OF CUMBERLAND ) WE , %~~~ J ~ ':.~ ( ;; ~~ ~° The Testatrix and the Witnesses , re- 3nd < ! ~" spE=_ctively, whose names are signed to the attached and foregoing instrument , being first duly sworn, do hereby decl-are to the under signed authority that the Testatrix, MYRLE H. COLSON, signed and executed the instrument as her Last Will; and that MYRLE H. COLSON signed it willingly, and that she executed as her free and voluntary act for the purposes therein expressed; that each of the WITNESSES, in the presence and hearing of the Testatrix, MYRLE H. ~COLSON, signed the Will as Witnesses, and that to the best of I~It'.aeir knowledge and sight, the Testatrix, MYRLE H. COLSON, was ~~ ears o2' age, of sound mind, ~~at the time eighteen (18) or more y and under no constraint or undue influence. i' _ i .~-•- Witnes s~! ` ; r y . f`..~~t~-r~... (SEAL ) MYRLE H. COLSOII (Testatrix) ~.~~,, ....~, -- Witness Subscribed, sworn to and acknowledged before me by, MYRLE H. '^OLSON, the Testatrix, and subscribed to and sworn,. to_-..before me ,l i by the WITNESSES :. ~-~~~ L.~ ~+~~" ~ ~_~ on this the (7day of ~~'~ 19___~__• _` i ,, + ,. ~' ` Notary Public 'My Commission Expires: _ ._ ~ + ~7~- ~ D n r.;~ ~ ",~ ~~ _- .. REGISTER OF VWILLS CUMBERLAND COUNTY PENNSYLVANIA No . 2008- 00792 Estate Of : MYRLE H COLSON Vcn i iri~.r~ i c yr GRANT OF LETTERS PA No . 21- OS- 0792 /First, Middle, Last) Late Of: CUMBERLAND COUNT~NSH/P Deceased Social Security No: WHEREAS, on the 30th day of July 2008 an instrt.unent dated November 17th 1991 was admitted to probate as the 1<~.st will of MYRLE H COLSON (First, Middle, Last) late of EAST PENNSBORO TOWNSHIP, CUMBERLAND County, who died on the 28th day of July 2008 and, WHEREAS,, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: SANDRA ~ MUNDIS and MARSHALL K COLSON who have duly qualified as EXECUTOR(R/X) and have agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 30th day of July 2008. ;: ~ ~I ~ u v eglster o / s ~ ~ 'r ,(~ putt * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MI"DDLE, LAST)