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Home My WebLink About01-22-09J 1505607120 REV-1500 PA Department of Revenue ~ (06-05) OFFICIAL USE ONLY County Code Year File Number Bureau of Individual Taxes PO BOX.280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 2 ], O$ 1 0 8 1 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 10 16 2008 03 26 1929 Decedent's Last Name Suffix Decedent's First Name MI MYERS RICHARD F (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 X^ 1. Original Return ^ 2. Supplemental Return ^ 3, Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa. Future Interest Compromise ^ 5. Federal Estate Tax Return Required d f ( ate o death offer 12-122) g, Decedent Died Testate (Attach Copy of Will) ^ T Decederrt Maintained a Living Trust (Attach Copy of Trust) O 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceetls Received ^ 10. bel ~een12v3e1 91 tlit'datge5of death ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number JAMES D. BOGAR 717 737 8761~v ~~' ~ ~ -;~ Firm Name (If Applicable) BOGAR & HIPP LAW OFFICES First line of address ONE WEST MAIN STREET Second line of address City or Post Office State ZIP Code SHIREMANSTOWN PA 17011 Correspondent's a-mail address: 1 b o g a r@ b o g a r I a w. c o m 12EGISTER OF WILLS US6r~ILY ~ '. , I - r,~ :, fV - _~ `_ ,~ c; . , , _- _ .] --; tf,J ~. .. DATE FILED N \_.. ~:.~, ;_ _l _, _} rw _"~ t 1' I ,.._} _ '~- 7 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 infonnation of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE Nancy E. Brenneman I ~2 A D SS 220 Walnut Circle, Shiremanstown, PA 17011 SIGNAj!!RE F PREPAR R CyI,}iER THAN REPRESENTATIVE DATE ~ ; ~,~~ James D. Bogor llZV(U~1 ADDRES One West Main Street, Shiremanstown, PA 17011 Side 1 1505607120 1!505607120 1505607220 REV-1500 EX Decedent's Social Security Number o~e~t'sr,ame: Richard F. Myers 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 De osits & Miscellaneous Personal Pro e p p rty (Schedule E) ................ 5. 7 5 12 2 . 5 4 ~ 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6. 7. Inter-~vos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............. 7. 8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 7 5 , 12 2 . $ 4 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 8 , 8 2 4 9 0 10. Debts of Decedent, Mortgage Liabilities, ~ Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 & 10) ...................................................................... 11. 8 , 8 2 4 . 9 0 12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12, 6 6 , 2 9 7 . 6 4 13. Charitable and Governmental BequestslSec 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. 6 6 , 2 9 7 . 6 4 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 .o0 0 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate x .045 4 9, 5 4 3. 2 3 16. 2, 2 2 9. 4 5 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17• 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 16 , 7 5 4.41 18. 2 , 513.16 19. Tax Due ..................................................................................................................... 19. 4 , 7 4 2.61 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505607220 1505607220 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-08-1081 DECEDENTS NAME Richard F. Myers STREET ADDRESS 220 Walnut Circle CITY Shiremanstown STP~TE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable p. Interest E. Penalty 4,463.43 234.92 Total Credits (A + B + C) (1) 4,742.61 (2) 4,698.35 (3) (4) (5) 44.26 (5A) (5e) 44.26 Total InteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF W1LLS, AGENT ~... 4...~ ,, , ,. ~ ,. ~,_>; 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 :.................................................................................. ^ x b. retain the right to designate who shall use the property transferred or its income :.................................... LxJ 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 yez~r of death without receiving adequate consideration? ....................................................................................................................... ^ 0 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? ...................................................................................................................... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. `: , 'y.. .y. t~ . . !., w __. '..,,_.. r. uii ~3.•~ ~;. '. i .. '~,.~ ....ialL nei`_+._v ~ k ~ ~ :. ~. 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 disGosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefioiary. 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 art 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-1508 EX+ (6-86) COMMONWEALTH OF PENNSYLVANIA WHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF (FILE NUMBER Myers, Richard F. 21-08-1081 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jotntlyownad with the r1gM of survivorship mart be diedosed on seh~edule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Angels on Call -Refund 891.30 2 Angels on Call -Refund 125.82 3 Citizen's Bank -Checking Account No. 6100604713 -principal balance 551,556.93; 51.556.93 accrued interest 50.00 4 Clock Collection -Per attached appraisal 180.00 5 Security Benefit -Annuity Contract No. 7003107964 22,368.49 TOTAL (Also enter on Line 5, Recapitulation) I 75,122.54 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule E (Rev. 6-98) ~~ Citizens Ban~° November 24, 2008 JAMES D. BOGAR ONE WEST MAIN STREET SHIREMANSTOWN PA 17011 Estate of RICHARD F MYERS Date of Death: Oct 16, 2008 S SN: 177-24-6005 Dear Sir/Madam: 525 William Penn Place Suite 153-2618 Pittsburgh, PA 15219 In accordance with your request, the attached information sheet has been provided in the above decedent's name as ofhis/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please caul-888-999-6884 Sincerely, Robert Roos Operations Services Citizens Bank . Account Number 6100604713 Account Title RICHARD MY]ERS Date O ened 5/15/1997 Account T e Checkin Princi al Balance as of DOD $51556.93 Interest from Last Postin to DOD $ .00 Account Balance as of DOD $51556.93 YTD Interest to DOD $24.83 LINDEN HALL ANTIQUES 211 N, OLD STONE HOUSE ROAD CARLISLE, PA 17015 717-249-1978 To: James D. Bogar, Attorney Bogar & Hipp 1 West Main Street Shiremanstown, PA 17011 From: William G. Rowe, Appriaser 211 N. Old Stone House Road Carlisle, PA 17015 Re: Personal Property Appraisal Estate of Richard F. Myers Property at 220 Walnut Circle, Shiremanstown,_PA 17011 Date: November 20, 2008 1. Wall display clock, time & strike, 8-day works, Made in Taiwan -low-grade clock $65.00 2. Mantle clock, time & strike, 8-day works, "Coronet" USA -not working $50.00 3. Wall clock, time & strike, 8-day works, Westminster chimes -made in West Germany -low-grade clock $65.00 Total $180.00 William G. Rowe Myers Appraisal 1 11/20/2008 ~-~:_~ .. ~~ =s;~ securitybenefitcom 800.888.2481 ~~~` SECURITY BENEFIT" ='~ =- ~~~ January 7, 2009 James D Bogar Attorney at Law One West Main St Shiremanstown, PA 17011 Re: Contract # 7003107964 -Richard FMyers -deceased Dear Mr. Bogar: Security Benefit strives to maintain high quality standards and deliver exceptional customer service each and every time you do business with us. The value of this account as of your client's date of death October 16, 20(18 was $22,368.49. Any questions, please contact our National Service Center at 1-800-888-2461 between the hours of 7:OOam and 6:OOpm, Central Standard Time. Sincerely, .C~~ro Carey Likens Client Service Specialist I I Service Operations Security Benefit One Security Benefit Place ~ Topeka, Kansas 66536-0001 REV-1151 EX+(12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8r; ADMINISTRATIVE COSTS ESTATE OF I FILE NUMBER Myers, Richard F. 21-08-1081 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Nancy E. Brenneman Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 220 Walnut Circle city Shiremanstown state PA Z;p 17011 Year(s) Commission paid 2. Attorney's Fees Bogar ~ Hipp Law Offices 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Clty State Zip Relationship of Claimant to Decedent 3,756.00 3,756.00 4. Probate Fees 190.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1,122.90 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 8 824.90 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE (;OSTS continued ESTATE OF (FILE NUMBER Myers, Richard F. 21-08-1081 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs 1 Commerce Bank -Stop payment fee (Security Benefit Check No. 7638463) 10.00 2 Darryl K. Guistwite, D.O. -Medical bill 40.84 3 Linden Hall Antiques -Clock appraisal 35.00 4 Mechanicsburg Area Meals on Wheels 140.00 5 RESERVES: -Costs to conclude administration of Estate, including filing of PA 850.00 Inheritance Tax Return and Inventory, Final Personal Income Tax Returns and Fiduciary Income Tax Returns 6 VA -Final medical bill 47.06 H-67 Subtotal 1,122.90 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Myers, Richard F. 21-08-1081 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words 0o Nos u.>: Tru s ) ($$$) I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)) See attached schedule Total Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on I~ev 1500 cover sheet II~ NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 (OVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Richard F. Myers 10/16/2008 177-24-6005 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) ~ ~.a~wy c. orenneman 220 Walnut Circle Shiremanstown, PA 17011 2 Kathy S. Ellis 5000 Edith Street N.E. Albuquerque, NM 87107 3 Tammi L. Foshee 141 San Francisco Avenue Los Lunas, NM 87031 4 Glen F. Myers 6410 Carlton N.W. Los Lunas, NM 87031 mend Daughter Daughter Son Specific bequest of clock collection and twenty-five percent oi: rESt,-rESidue~ad_ remainder Twenty-five percent of rest, residue and remainder Twenty-five percent of rest, residue and remainder Twenty-five percent of rest, residue and remainder 1 tT G 1 ~~ ~n. .+Y_y b bi.~~F. _.:'"cl~ir.~} ,~yTf=~t~v'~ ~ ~`+~!''~,~+~~~ `F .s~~'~~~isa~~t ~9 r ~-';t1"w~ ~. ~ 6 ~ -a,r f1 r3~ ~s5. l~'il ~3~ 'g]''~.,1 :f ~ ~ M~ ~-F r ',,rte. [ y.,.~~ ~ ~ t , ~ ` t t '' ~ \ M,t 3 LAST WILL AND TESTAMEI'dT OF RICHARD F. MYERS I, RICHARD F. MYERS, of the Borough of Shiremanstown, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all former Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can be conveniently done. 2. I give and bequeath my collection of clocks, of every make, model and description , which are located at 220 Walnut Circle, Shiremanstown, Pennsylvania, to my good friend and companion, NANCY E. BRENNEMAN, absolutely and unconditionally, 3. I give and bequeath all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever the same maybe situate, to the following named persons, to wit: my daughter, KATHY S. ELLIS, my son, KENNETH L. MYERS, my daughter, TANIlVlI L. FOSHEE, my son, GLEN F. MYERS, and my good friend and companion, NANCY E. -1- BRENNEMAN, share and share alike. In the event that any of the above named five (5) legatees should predecease me, then in such event, I direct that their share in my estate by paid over aazd distributed to the survivors of said five (5) legatees, share and share alike. 4. I direct that the inheritance tax on all of the above bequests, be paid out of my residuary estate. LASTLY, I nominate, constitute and appoint my sister, HENRIETTA L. ECKERT and my good friend, NANCY E. BRENNEMAN, Co-Executrices of this my Last Will and Testament and direct that they be excused from posting bond or other security for the faithful performance of their duties, in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand ,and seal this~~ ~ ~ day of March, A. D. 2006. --- - ~~Gsy' (SEAL) Richard F. Myers -2- ~ t ~k COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) I, RICHARD F. MYERS, the testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to lavv, do hereby acknowledge that I signed and executed the same instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act and deed, for the.. purposes therein expressed. p ~ ~ - ~ %~~7~ (SEAL) Richazd F. Myers Sworn and subscribed to before me this ,~ ~' day of March, 2006. Notary Public Al03AR7rA! Si:l1L HEIDI P9. NEISOAl, l~oimry Pudic Mechanicsburg Boro, Cumberland Co. MY Commiesion Expires 3une 27, 2007 COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) We, the. undersigned, J. ROBERT STAUFFER and JOHN M. EAHIN, the witnesses whose names are signed to the attached or foregoing instrument,-being duly qualified according to law, depose and say that we were present and saw the testator, RICHARD F. MYERS, sign and execute the instrument as his Last Will and Testament; that the said testator executed it 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 wledge, the testator, was, at the time, eighteen (18) or more yeazs of age, of sound mind~a,}x~ef n~ coz~s#~int, duress or undue influence. Sworn and subscribed to before me this ' day of March, 2006. Notary Public ~QTRRIAL SEAT. liEIt?I M. fdEi.SQiv, notary Pub4ic Pechanissburg Born, Cumberland Co. - 3 - My Commission Expires ]une 27, 2007