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Home My WebLink About05-20-09 (3) 1505607120 --~ REV-1500 ~ (O~pS) OFFICIAL USE ONLY PA Department of Revenue cO11A' cOd' er ~° Bureau of Irldivirhtal Taxea INHERITANCE TAX RETURN PO 80X.280601 RESIDENT DECEDENT 21 0 8 ~ 2 3~ Herriaburg, PA 17128-0601 ENTER DECEDENT INFORMATION BEL ~ ~ Death Date of Bkth Social Security Number 09 10 2008 08 09 1921 ~{{~ Decedetri's Fhst Name MI Deoederrt's Last Name MARGARET J STOVE • (If Appflcable) Enter Surviving Spouse's Inforrnslion Below Suffloc Spouse's First Name Spouse's Last Name MI Spouse's Social Security Number THIS RETURN MUST BE FlLED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ,, RemaModer Realm (tisbe of death ® 1. Afigttd Return ~ ^ 2. ~ Kellen ^ prbr b 12-19.52) ~, Fuaas wiaaat CotnpoiaYs ^ 6. Federal Eefafe Tsx Return Required ^ 4. LNrlfled Esfab ^ (data d dash Mar 12.12.82) s Oaeadwa OMd Testsb ^ 7, ~ C~~ r~^v Tnel ~ 8. Toisl Nurnller d Safe DepoeN Rooter (Atlach Copy d 1N~1 pwerlr ^ 9. LlfgMon Ptoceeda ReoeNed ^ 10• bt 12.31=87 raid t 1~e6?rdaam ^ 11. 5ah. O)urNkr SeC. 9113(~-) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CO S E AID CONFiDENTMLD~N NFTORa~T~BHOII~BE DIRECTED TO: Name EDMIIND G. MYSRS (717) 761 4540 {"...~ Firm Name (if ApplkaWe) ~ OF WILI`$iUSE ONLY ~. JOHNSgId DUff1PI8 <_a~ v - First line of address ;-~ . ~, m [V = - ~~, 301 MARKET STREET _;_? ~ Second Ilrre of address :_ ~ r -~-1 ~ - - ,,_. P O B O R 10 9 _~~DM1TE FlLEC City or Post Office State Z1P Code _. LEMOYNE PA 17043 • ~Co~rror sporwlerrt's eanag address: pq ~ ttr~ R ~ ~ ~~ d prH~p ie~owrx~trer-gre peraot'ts-1 ison~a1 MaM~ort d wltld- P ~ ~ , s of nE RN ~ oA~ 5_ S- 1 0 0~/ gOnRE38 `3 inii~r~/2 < JNI>; 1LL(~4E^ ~ G~•V. /~~_ ~=~f'!~~ Wn/S`l~~ , ~v ~ ~ ,~ ,~ ~ V r~ SIGNATURE OFi~nEP'A~y~OTHF(t TFMM REPRESEN7ATNE Q1~TE ~~ a~G/•~/~~/,~Jy~"~ EDMUND G. MYERS S/I/OJ 301 MARKET STREET, LEMOYNE, PA 17().43 Side 1 1505607120 ],50560712D REV-1500 EX 1505607220 pecede~c~s Name: M a r g a r e t J S T O N E 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 Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 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. 9. Funeral Expenses i~ Administrative Costs (Schedule H) ......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 & 10) .................................................................... ..11. 12. Net Value of Estate (Line 8 minus Line 11) ............................................................ .12. 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. Decedent's Social Security Number 91,086.19 170,038.66 261,124.85 5,105.00 825.00 5,930.00 255,194.85 255,194.85 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 .00 0 . 0 0 16. Amount of Line 14 taxable , at lineal rate X .045 0 . 0 0 17. Amount of Line 14 taxable at sibling rate X .12 2 5 5, 19 4. 8 5 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 15. 0.00 1s. 0.00 17. 30 , 623.38 18. 0.00 19. Tax Due ...................................................................................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 30,623.38 Side 2 1505607220 1505607220 Rev-1508 EX+ (B•98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER STONE, Margaret J 21-08- If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. John R Betts 3 Windsor Road Brother Billinge Wigan Merseyside, England WN57LE B. C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOIN TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH ALUE OF ASSE % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A 8/2011999 M8~T Bank Certificate of Deposit Account 10,010.16 50.000% 5,005.08 No. 031003913918248 2 A 3114/2002 M&T Bank Certificate of Deposit Account 135,032.75 50.000% 67,516.38 No. 031003913919999 3 A 9/29/2005 M8T Bank Checking Account No. 27,788.34 50.000% 13,894.17 9840368253 - 3This Joint Asset was the only account of Decedent's in which debts could be paid 3 4 A 9/29/2005 M8tT Bank Savings Account No. 9,341.12 50.000% 4,670.56 015004213060532 TOTAL (Also enter on Line 6, Recapitulation) 91,086.19 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Rev-1510 EX+ (g_88) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER STONE, Margaret J 21-08- This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER I INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 ING Life Insurance 8~ Annuity Company ~ 145,533.25 145,533.25 Contract No. 4000083179989SP -Beneficiary: John R. Betts, Brother 2 M8-T Bank IRA Account No. 035004202107171 - 24,505.41 24,505.41 Beneficiary: John R. Betts, Brother TOTAL (Also enter on Line 7, Recapitulation) I 170,038.66 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+t12-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER STONE, Margaret J 21-08- Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees JOHNSON DUFFIE 5,000.00 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 5. Accountant's Fees 6. Tax Return Preparer's Fees 90.00 7. Other Administrative Costs 15.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 5,105.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER STONE, Margaret J 21-08- ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs 1 Cumberland County Register of Wills -Filing fee for Inheritance Tax Return H-B7 Subtotal 15.00 15.00 ** ALL OF THE DECEDENT'S LIABILITIES, ADMINISTRATIVE COSTS, FEES AND EXPENSES ARE THE RESPONSIBILTY OF AND WERE OR WILL BE PAID BY THE JOINT TENANT, JOHN R. BETTS ** Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev1572 EX+ (6-98) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER STONE, Margaret J 21-08- Include unrelmbursed medical expenses. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1513 EX+ (8-00) SCHEDULE J COM NANIA H R TAN T~ R TU BENEFICIARIES W E CE E R RESIDENT DECEDENT ESTATE OF FILE NUMBER STONE, Margaret J 21-08- NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not List Trustee s I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] John R Betts Brother 213,049.63 3 Windsor Road Billinge Wigan Merseyside, England WN57LE Tota I 213,049.63 Enter dollar amounts for distributions shown above on lines 15 through 18, as approp riate, on Rev 1500 cov er 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 COVER SHEE 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) ESTATE OFMARGARET J. STONE SCHEDULE OF EXHIBITS EXHIBIT A Copy of Decedent's Last Will and Testament. There was no need to probate this Will. EXHIBIT B M&T Bank Date of Death Value of Account Letter 365838 `~.~c~t ~iYr ~rr~b ~e~t~rn~~~t OF MARGARET JOAN STONE I, MARGARET JOAN STONE, of the Borough of New Cumberland, 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 Wills or Codicils at any time heretofore made by me. ARTICLE I DEBTS I direct the payment of all my just debts, and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. I authorize my Executor to expend funds from my Estate for the purchase, erection and inscription of a suitable grave mazker. All of the foregoing shall be considered expenses of the administration of my Estate. ARTICLE II TANGIBLE PERSONAL PROPERTY I give and bequeath my household goods, my automobile, my jewelry and other tangible personal property of like nature, together with any insurance thereon, unto my brother, JOHN IZJ[CH "riP.D BETTS, ~~d his ti:~ife, ETLEEN RT~+'TTS, or the sur°rvor of tlhem, of Wig~i, England, ', with suggestion that my Executor assist in the delivery or other disposition of these items in accordance with the request of my brother, JOHN RICHARD BETTS, and his wife, EILEEN BETT5, any reasonable expense so incurred to be considered a cost of administration of my estate. 1 ^ .----- ARTICLE III SPECIFIC BEQUEST I give and bequeath the sum of Seventeen Thousand Dollars ($17,000.00) unto my daughter, CAROL ANN ALEXANDER, provided should she predecease me, I give and bequeath the same unto her then-living issue, per stirpes by representation. ARTICLE N SPECIFIC BEQUEST I give and bequeath the sum of Seventeen Thousand Dollars {$17,000.00) unto my daughter, MARGARET GAIL GWINN, provided should she predecease me, I give and bequeath the same unto her then-living issue, per stirpes by representation. ARTICLE V SPECIFIC BEQUEST I give and bequeath the sum of Five Thousand Dollars ($5,000.00} unto my friends, MELVIN FAR.ANOV and MARLENE FAR.ANOV, or the survivor of them, provided that should both predecease me, then this bequest shall lapse. ARTICLE VI REST, RESIDUE AND REMAINDER All the rest, residue and remainder of my Estate, of whatever nature and wherever situate, I give, devise and bequeath unto my brother, JOHN RICHARD BETTS and his wife, EILEEN BETTS or the survivor of them, provided should both predecease me, I give, devise and bequeath the same unto the then-living issue of JOHN RICHARD BETTS, per stirpes by representation. 2 ARTICLE VII PERSONAL REPRESENTATIVE I name, constitute, and appoint my friends, MELVIN FARANOV and MARLENE FARANOV, Co-Executors of this, my Last Will and Testament. If either fails to qualify or ceases to so act, I direct that the survivor administer my estate without the appointment of a Co-Executor. I direct that no fiduciary named herein shall be required to post bond for the faithful performance of the duties required in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ~?lam day of , 2003. e ~~ r ~~ (SEAL) MAR JO O r Signed, sealed, published and declared by the above-named Testatrix, 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 hereunto subscribed our names as witnesses. 3 _. __ - t _ COMMONWEALTI3 OF PENNSYLVA1ViA COUNTY OF CUMBERLAND . S5. We, MARGARET JOAN STONE, _ ~vy-CZ~ t.~ e ~[ -~ . C ~~ ~ ~ \~ and ~ ~mv ,~ ~ ~,, m,y _ ~ 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 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 witness and that to the best of his/her lrnowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Subscribed, sworn to and aclrnowledged before me by MARGARET JOAN STONE, Testatrix, and Ca.~,~2~ t~e~i. ~ . ~'a v ~ ~, and ~~~~y ~, ~ ~,.. rc~~t e -Switnesses, this ~' day of .._:~.. , 2003. ~ ~~~ `~ Notary Public !`JOTARfAL SEP,L ~ Oi~,Ni'lE LENlG, Notary Public 64181 ~ Lemoyne i]orough Cumberland Ca. 6o~s-~ ; My Cammission Expires [)ec. 21, 2005 ~ 4 ~~ ~ Witness p ~~~ 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302)934-2955 October 2, 2008 Law Offices Johnson Duffie 301 Market Street P O Box 109 Lemoyne, Pennsylvania 17043-0109 Re: Estate of Margaret J Stone Social Security: 159-24-9308 Date o Death: September 10, 2008 Dear Sir or Madam: Per your inquiry dated September 29, 2008, p lease be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 9840368253 Ownershrp (Names o, fl John R Betts, Margaret J Stone Opening Date 09/29/05 Balance on Date of Death $27, 787.42 Accrued Interest $ 0.92 Total $27, 788.34 2. Type of Account Account Number Ownership (Names o~ Opening Date Balance on Date of Death Accrued Interest Total Savings Account 015004213060532 John R Betts, Margaret J Stone 09/29/05 Closed 09/22/08 $9, 337.80 $ 3.32 $9, 341.12 3. Type of Account Account Number Ownership (Names o,~ Opening Date Balance on Date of Death Accrued Interest Total 4. Type of Account Accozrnt Number Ownership (Names o~ Opening Date Balance on Date of Death Accrued Interest Total Certificate of Deposit 031003913918248 John R Betts, Margaret J Stone 08/20/99 Closed 09/22/08 $10, 001.15 $ 9.01 $10, 010.16 Certificate of Deposit 031003913919999 John R Betts, Margaret J Stone 03/14/02 Closed 09/22/08 $133, 942.76 $ 1,089.99 ----------------------------------------------- $135, 032.75 5. Type of Account IRA Account Number 035004202107171 Ownership (Names o~ MargaretJStone John R Betts, Beneficiary Opening Date 09/19/06 Balance on Date of Death $24, 247.77 Accrued Interest $ 257.64 Total _ ..._ ..............._._ _............ _ ....._ _........ . $24..505.41 _...._.... Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our Highland Park Office # 717-737-3322. Sincerely, f L- ~~~~ Nancy Clagett Records Management