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HomeMy WebLinkAbout06-09-09 (2)J 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes - . ~ County Code Year File Number Po Box 28oso1 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 ~° RESIDENT DECEDENT 21 08 081248 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 202-20-3069 11/29/2008 06/15/1924 Decedent's Last Name Suffix Decedent's First Name MI Meyers Bernice p (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 INAPPROPRIATE OVALS BELOW ~ 1. Original Return Z. Supplemental Return 3. Remainder Return (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) 6. Decedent Died 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 TO: Name Daytime Telephone Number Peter J. Russo (717) 591-1755 Firm Name (If Applicable) RESISTER ~~ 'JYIt L~ USE OPdLY First line of address ~.,~ N ~ - -s 5006 E. Trindle Road r ~ .v ~ Second line of address ~2n ~ ~ -' Suite 100 `ct-~i t~Tt r ~- ~ t ~ t l - _ . ~~_~ ~%- tf~ ~ t '-, City or Post Office State ZIP Code - -- D~~~-~ ~ (a ~ `~ " __, , i ~, Mechanicsburg PA 17050 ~;z7 ~D ~~`' --+ .. Correspondent's a-mail address: prusso@pjrlaw.COm N unaer penaiues of perjury, I tleclare th a examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is t nd co eclaration of prep r other than the personal representative is based on all information of which preparer has any knowledge. (GNAT E OF RSON RE FOR FILING RETURN TE ADDRE S - -- - IGNATURE OF PREPARER OTHER THAN REP ~SEN_TATIVE DATE ADDRESS /~ - - - ~ ~ ~. ~~ PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: BernlCe P Meyers ' 202-20-3069 RE CAPITULATION 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. ' 144.40 6. Jointly Owned Property (Schedule F) Separate Billing Requested .... ... 6. 2,088.46 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1-7) ................................. ... 8. 2,232.86 9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. 1,263.78 10. Debts of Decedent, Mortgage Liabilities, ~ Liens (Schedule I) ............. ... 10. 11. Total Deductions (total Lines 9 & 10) ................................ ... 11. ', 1,263.78 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. ', 969.0$ 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. 969.08 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 .15 969.08 18. 145.36 19. TAX DUE ....................................................... .. 19. 145.36 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 08 081248 DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Bernice P Meyers 202-20-3069 STREET ADDRESS _- - 505 East Marble Street ------------ -------------- CITY Mechanicsburg STATE - - PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments 145.36 A. Spousal Poverty Credit -- -- -- -- B. Prior Payments C. Discount ----- Total Credits (A + g + C) (2) 3. Interest/Penalty if applicable 0.00 D. Interest 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. 0.00 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. (5) 145.36 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 145.36 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 :......................................................................................... . ^ Q 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? .................................................................... . ^ 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 "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? ...................................................................................................................... 0 ^ 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 'i, 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 (C) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the ne` vabae ~?f transfers to or for the use of tf•:e 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)]. Asibling is defined, under Section 9102, as an individual who h;~s at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX+ (6-98) r COP~1Py10Nb^JEALTH OF' PENNSYLVANIA INHERITANCE TAX RETURh1 RESIDENT DECEDENT E~ ~~ CAS , 8A DEPOSITS, & MISC. PERSONAL PROPERTY tJlAlt Vh Bernice P. Meyers Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivershie mutt he iifanlnen.7 .... e,.ti,.a..~_ FILE NUMBER 2008-01248 o~ •••~•~ ~rw~~ ~~ ~~ccuc , uucn auwuvnai SneeTS OT Tne Safne SIZQ) REV-1.509 EX+. (f~-98} ~~yS„. a CC7MMONWEALTH OF PENNSYLVANIA INHERITANCE TAX. RF..TiJRN RE,~',IDE"JT DE{;EDE~dT U~ JC?INTLY-OWNED FRQPERTY tSIAIE OF Berncie P. Meyers If an asset was made SURVIVING JOINT TENANT(S) NAME A. Nancy T. Peterman B. C. JOINTLY-OWNED PROPERTY: FILE NUMBER 2008-01248 within one year of the decedent's date of death, it must be reported on Schedule G. ADDRESS RELATIONSHIP TO DECEDENT 32 E. Green Street, Mechancisburg, PA 17055 FTT .R DA'E OE~C Ri } Ir ° ' T P1 N,.fAd~ri F08 J iPJ iE JAV"f T P.1A0~ OINT f} t)F PRG FnT ~ i".•'';LIDE- NNME. Or r '~ d(.c,.L i 1571 l T'ON PD ~AN:i + C.. J."dT PJ~ P1BLF- OPi :IIPo11L.4R ' ' r ~ DATE Cr C A7H :~. t;F r ~ ~ nA f F D _ .Tii _ ,. I E 4i r .Na rdl~fd3~r? AI fA,CN JE D !-l~H J(s N:Lv-NEED HEEL E` 1•liE V 4LDc OF ASS`cT 7C~D P i7 _ ~' A . _ f~~.E?jEti7 UECECt dI T`EREti' . PNC BANK -Acct No. 5070025222 -" 2,898.53 50 1.449.27 2 A. Citizens Bank -Acct No. 6140706815 1,278.38 50 639.19 TOTAL (Also enter on line 6, Recapitulation) I $ 2 088.46 (If more space is needed, insert additional sheets of the same size) Mar. 6. 2009 2:13FM PI:ANK 412-705-2747 ~nll~s r~llp ~tt~~ March 6, 2ao9 Ashley R Sipe Attorney At Law 5006.E Trindle Road Ste 100 Mechanicsburg PA 17050 RE: Bernice P Meyers SSN: 202-20-3069 DOD: 11-29-2005 Dear Sir/Madam: No, 4524 P, 1i 1 In response to your request for Date of Death {DOD) balances for the customer noted. above, our records show the following: Checking Account Account # 5070025222 Established: 09-20-1963 BERNICE P MEYERS NANCY T PETERMAN ]SOD balance: $2,898.53 + 0.00 accrued interest Please note that this ofI"ice provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings). We do aat process any financial transactions nr provide statements. If you need assistance with any of these items, please call 1-888-PNC-SANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Dank, N.A. Member FDIC Page 1 of 1 a~ Citizens Bank Account Number Account Title Date Opened Account Tme Balance as of DOD Interest from Last Posting to DOD Account Balance as of DOD YTD Interest to DOD 6140706815 P MEYERS or NANCY T PETERMAN 8/21/1996 Time Deposits $1277.58 $ .80 $1278.38 $26.36 REV-151(7 EX+ (fi-98} ~F`~ ~ GOpt1MONWEALTH qF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-YIVC?S TRANSFERS & MISC. N©N-PRCIBATE PROPERTY Bernice P. Meyers FILE NUMBER 2008-01248 This schedule must be completed and filed if the answer r~ a~~~ ~+n~~e~+,,...~ , «......_~ . __ .~ _ .. _ - -~ -- ._ ........ ,.,..,, a.,,,~,~~~~a~ aiiCGW ui uie same size} 500 SCHOOLHOUSE ROAD JOHNSTOWN, PA. 15915 __-,, BrJDist. Agency Date of Notice ~._... 6L-ooo 014 0 0 200 NAME OF DECEASED DATE OF DEATH DIST PHONE NUMBER (717) 724-9700 LAW OFFICES OF PETER J RUSSO PC 500 E TRINDLE ROAD, SUITE 100 MECHANI CSBURG PA 17 0 50 Please See Important Notice on Reverse Side Policy Number Codes Refer to Messages Below Items Payable Policy Amount One-Year Term Insurance Additional Insurance Dividends With Interest Dividend to Policyholder Terminal Dividend Premium in Advance Interest on Claim Premium in Arrears Loan Loan Interest 640345178 MS A,B 1000-00 2274.37 22.19 50.00 26.41 600666893 MS A,B 1000.00 3166.75 14.80 50.00 33.39 TOTAL PER POLICY 4264.94 3372.97 A. We have completed a search of our records, but were unable to identify any additional in force policies 8. Our check for the balance due is attached below. I-5876 (1099) printed in US.A. Detach stub before cashing MetL i f e Metropolitan Life Insurance Company Personal Life Insurance Death Claim Pay to the Order of: 1PMorgan Chase Bank, N.A. 6040 Tarbell Road Syracuse, NY 13206 ESTATE Of NANCY T PETERMAN, DECD; PETER J RUSSO AND LOTS M NEWMAN, CO- EXECUTORS Get Met. It Pays. This claim has been approved for the total of the amounts appearing in the boxes below. Items determining these amounts are listed to the left. 623 AUTH SIGNATURE dY45185CRE(IO/04) 50-937/21 ~l'0029747L511' ~:02L309379i:3 3 2 300 6 2 311' EV-1511 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Bernice P. Meyers 2008-01248 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: AMOUNT ~ Gingrich Memorial 130.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Mane Howard 208.80 Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 16 IVlttany Drive City Mechanicsburg State PP+ Zip 17055 Year(s) Commission Paid: 2. Attorney Fees 292.38 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 386.60 5. Accountant's Fees 6. Tax Return Preparer's Fees 96.00 ~. Preperation and Filing of Rev-1500 150.00 _ TOTAL (Also enter on line 9, Recapitulation) I $ 1.263.78 (If more space Is needed, Insert addltlonal sheets of the same size) RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date: 12/12/2008 Cumberland County - Register Of Wills Receipt Time: 15:28:19 One Courthouse Square Receipt No.: 1055068 Carlisle, PA 17613 MEYERS BERNICE P Estate File No.: 2008-01248 Paid By Remarks: PETER RUSSO/DIANE HOWARD JN ------------------------ Receipt Distribution Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST WILL 30.00 CUMBERLAND COUNTY GENERAL FUN AUTOMATION FEE SHORT CERTIFICATE 15.00 5.00 CUMBERLAND CUMBERLAND COUNTY COUNTY GENERAL GENERAL FUN FUN JCP FEE 20.00 10 00 CUMBERLAND COUNTY BUREAU OF RECEIPTS GENERAL FUN ---- ----- _ & CNTR M.D Check## 3047 65 00 Cash Total Received......... . 15.00 80.00 RETAIN THIS PORTION FOR YOUR RECORDS REMITTANCE ADDRESS BILL TO ?'CIE SENTINEL - LEGAL PETER J. RUSSO, ES P.O. BOX 130, CARLISLE, PA 17013 QUIRE AD NUMBER CLASS SALESPERSON BILLING DATE LINES 362601 10 PUBLIC NOTICES kamok 01/23/09 40 * 2 AD DESCRIPTION START DATE STOP DATE EXECUTRIX'S NOTICE LETTERS TESTAME 01/09/09 01/23/09 PUBLICATION INSERTIONS RATE NET AMOUNT GROSS AMOUNT 3 THE SENTINEL - LEGAL 3 LGL 159.60 TOTAL AD CHARGE 159.60 3 PROOF OF PUBLICATION OlPRF 7.00 DAYS RUN PURCHASE ORDER PAY THIS AMOUNT 166.60 199. 92* Bernice P. Meyers MESSAGE: Thank you for advertising with The Sentinel. Deadlines for in-column legal advertisements: Monday is Thursday at 5 p.m; Tuesday is Friday at 5 p.m.; Wednesday is Monday at 5 p.m; Thursday is Tuesday at 5 p.m; Friday is Wednesday at 5 p.m Saturday is Wednesday at 12 Noon; Sunday is Wednesday at 5 p.m. If you have any questions regarding your Legal bill please call Classified Manager at 717-240-7176 Fax your legals to 717-243-3754 attention Classified Manager You can also EMAIL your legal to Classified ads: classifiedCcumberlink.com Please send a cover letter including your name and address as an attachment r'r )n PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Erica Peterson, Classified Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13,1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): January 9,16 23 2009 COPY OF NOTICE OF PUBLICATION EXEGU 1 IiIX'~ rvv I Ilie Letters Testamentary of the ESTATE OF BERNICE P. MEYERS, late of Mechanicsburg, Cumberland -County, Pennsylvania, deceased, having been granted to the undersigned, All persons having Glaimsor demands aganist said estate are requested. to make known the same,. and all persons Indebted to said estate are requested to make payment,'without delay, to the executors or' administrators or totheir attorney named below: Diane M. Howard 16 Nittany Drive - Mechanicsburg, PA 17055 Law Offices. of PeterJ. flusso, P.C. 5006 E. Trindle fload, Suite 100 Mechanicsburg, PA-17050 Affiant further deposes that he/she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of Notary ublic My commission expires: -,_~ NOTARIAL SEAL BONITA A CANUP Notary public CARLISLE BOROUGH,.CUMBERLAND COUNtY My Commission Expires Jun 8, 2A09 Sworn to and subscribed before me this CUMBERLAND LAW JOURNAL 32 SOUTH BEOFORO STREET CARLISLE PA 17013 Tele: (7~T1249~188 Fex: (71~ 249-2885 May 22, 2009 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Attn: Ashley P. Sipe Law Offices of Peter J. Russo, P.C. Bernice P. Meyers Estate RE: Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Joumal. Advertisement inserted on following dates: May 8, May 15, and May 22, 2009 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 75.00 Total Amount Due $ 0.00 Becky H. Morgenthal, Executive Director PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, vlz: Mav 8 May 15 and May 22 2009 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. M~~r 8arniee P., deed. Late of Mechanicsburg. Facecutri>C Diane M. Howard, 16 Nittatly Drive, Mechanicsburg, PA 17055. Attorneys: Law Offices of Peter J. Russo, P.C., 5006 E.1~indle Road, Suite 100, Mechanicsburg, PA 17050. ~--- i Marie Coyne, itor SWO TO AND SUBSCRIBED before me this 22_day of May. 2009 Notary NOTARIAL SEAL DEBORAH A COLLINS Notary Publlc CARLISLE BORO, CUMBERLAND COUNTY My Commission ExRlres Apr 28, 2010