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Home My WebLink About10-29-09 (2)15056051058 06 05 X REV-1500 ( - E ) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 21 09 0762 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 162-22-4779 07/30/2009 05/06/1928 Decedent's Last Name Suffix Decedent's First Name _ MI Yohe .Doris M " (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 ~ 1. Original Return 2. 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 Lisa Marie Coyne, Esq. (717) 737-0464 Firm Name (If Applicable) ___. _... _ REGISTER OF WILLS USE ONt~K,,j ', Coyne & Coyne, P.C. ~ ~ w ~~ +~ r~r~-a C'7 _ First line of address _ _ ~ ~"~ ~ `.-' ~ ~ `,~ 3901 Market Street - , ~ c.,a ~._-~ ' ,~~ . Second line of address ~ _:_ ' ' _., a , ,._. ,.- .w ~ ~ _-, =» ~ .. _ ~. City or F'ost Office State ZIP Code - DATE F~D ,.+ . ~._3 _- ~ ~ ~ t> Camp Hill PA :17011-4227 ~ ~ - -~" Correspondent's a-mail address: 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, corr~t and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN OF ER~ IB/l„~FOR FILING RETURN ) J DATE Q /~ q AtTD~2ESS ~ dp ,fS7 ~~! I~'~~ ~ L /{~ // Charles E. Yo , Jr.; Windsor Way, Camp Hill, PA 17011 ~Uh~I~ ~ ~ S1 ~ _ l~__ C~~ ~~~,~ SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS Lisa Marie Coyne; 3901 Market Street, Camp Hill, PA 17011-4227 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: Doris M Yohe 162-22-4779 RECAPITULATION ......... .., . ................ . 1. Real estate (Schedule A) . ............................................ 1. 0.00 ', 2. Stocks and Bonds (Schedule B) ....................................... 2. ' 1,745.64 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 ', 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. ' 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 14,557.60 6. Jointly Owned Property (Schedule F) ;` Separate Billing Requested ....... 6. 22,517.48 7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property (Schedule G) `Separate Billing Requested........ 7. 0.00 __ 8. Total Gross Assets (total Lines 1-7) .................................... 8. 38,820.72 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 15,767.21 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 6,154.67 11. Total Deductions (total Lines 9 8 10) ................................... 11. ' 21,921.88 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. ' 16,898.84 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. 16,898.84 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ..: ..:. 15. Amount of Line 14 taxable at the spousal tax rate, or trans ers under Sec. 9116 .......... (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable _ _ at lineal rate x .0 45 16,898.84 ' 16. 760.45 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 1 g, 19. TAX DUE ......................................................... 19. 760.45 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AN D PO BOX 280601 TAXPAYER RESPONSE HARRISBURG PA 17128-0601 REV-1545 IX AFP"'N!-~ eti~ FILE N0. 21 09-0762 ACN 09162719 DATE 10-01-2009 e +ti. ~ ~`.` .. ~..~ f~` `'~ ~ST. OF DORIS M YOHE ,~ r ~ ; C;- c ~ ~~t j ~'SN ~ 162-22-4779 G 2 ~~ ID,~1~F OF DEATH 0 7- 3 0- 2 0 0 9 ~~ CUMBERLAND PAYMENT AND FORMS T0: CHARLES E YORE JR ~ RE STER OF WILLS 15 WINDSOR WAY BERLAND CO COURT HOUSE CAMP HILL PA 17011 CAF~'LISLE, PA 17013 TYPE OF ACCOUNT SAYINGS CHECKING TRUST ® CERTIF. METRO BANK provided tha Departwent with the inforwation below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-Hawed decedent, you were a point owner/beneficiary of this account. If you feel the inforwation is incorrect, Dl ease obtain written correction frow the financial institution, attach a copy to this forty and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Cowwonwealth of Pennsylvania. Please call C717) 78i-8627 wiih questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING-AND .PAYMENT INSTRUCTIONS C. ~ The above inforwa ton is incorrect and/or debts and deductions were paid. Cowplete PART l=1 and/or PART ~ below. PART If indicating a different tax rate, please state relationship to decedent: TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1- 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 ~ 5. Debts and Deductions 5 6. Amount Taxable 6 $ 7. Tax Rate 7 X " 8. Tax Due 8 PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE P AID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are ^t~rue, corrcect and ate~o t e e of~ my knowledge and belief . HOME C ~~ ~ ) /~ ~~~C! ~~ l .,/~ _ e /- WORK C ~ - DATE TOTAL CEnter on Line 5 of Tax Computation) s f SCHEDULE H ' ~ FUNERAL EXPFJVSES & COMMONWEALTH OF PENNSYLVANIA ~"11./IYIIN1~71 I~~ ~~ ' INHERITANCE TAX RETURN RESIDENT DECEDENT ~ ESTATE OF YOHE, DORIS M Debts of decedent must be reported on Schedule 1. ITEM ~, DESCRIPTION NUMBER] FILE NUMBER 21 - 2009 - 0762 AMOUNT q, FUNERAL EXPENSES: 1. j Sullivan Funeral Home 6,950.00 2. II Reception 500.00 3. Headstone Engraving 100.00 4. Churchville Cemetary Association 1,005.00 5. '~ Honorarium ~, 100.00 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 Coyne & Coyne, P.C. 2,500.00 3. I! Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Bonnie K. Sloop I '. Street Address 157 Lee Ann Ct. City Enola State PA Zip 17025 Relationship of Claimant to Decedent Daughter 4. II Probate Fees Register of Wills 72.00 5. Accountant's Fees 6. I Tax Return Preparer's Fees 7. I Other Administrative Costs 1 Legal Advertisement-- Cumberland Law Journal 75.00 2 II Legal Advertisement-- Patriot News 137.24 Total of Continuation Schedule(s) 827.97 TOTAL (Also enter on line 9, Recapitulation) 15,767.21 • COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF YOF __ 3 Posta i 4 ~ Inher 5 'I Hol ~ Y 6 ', Holy 7 '~ Moff 8 Caml 9 I Herit< 10 Quan 11 ' Reser 12 ~ Milea Schedule H Funeral E & Adrnir~strabv~e Costs continued Page 2 of Schedule H ~ ~ SCHEDULEI ' DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF YOHE, DORIS M Include unreimbursed medical expenses. ITEM NUMBER 1 Uncleared Checks 2 Bank of America Visa 3 Wal-Mart/GEMB FILE NUMBER 21 - 2009 - 0762 DESCRIPTION AMOUNT ' 432.00 5,517.89 204.78 TOTAL (Also enter on Line 10, Recapitulation) ~ 6,154.67 REV-1513 EXt (9-00) .' SCHEDULE J • COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES - INHERITANCE TAX RETURN y RESIDENT DECEDENT ESTATE OF YOHE, DORIS M NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS (include outright spousal distributions) • 1 '~ Charles E. Yohe, Jr. 2 Bonnie K. Sloop FILE NUMBER 21 - 2009 - 0762 RELATIONSHIP TO AMOUNT OR SHARE DECEDENT OF ESTATE Son 1/2 of Residual Estate Daughter 1!2 of Residual Estate Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover III NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE II B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SH ~- . REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA --- -- CSRTfFI CATE__o F----_ _-- GRANT OF LETTERS No . 2009- 00762 PA No . 21- 09- 0762 Estate Of : DOR/S M YDHE (First, Midd/e, Lastl Late Of : - EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No : 162-22-4779 WHEREAS, on the 14th day of August 2 0 09 an instrument dated April 16th 1998 was admitted to probate as the last will of DOR/S M YOHE (First, Midd/e, Lastl late of EAST PENNSBORO TOWNSH/P, CUMBERLAND County, who died on the 3 0th day of July 2 0 09 and, WHEREAS, a true copy of the wi 11 as probated i s annexed hereto . THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi 11 s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: CHARLES E YOHE JR and BONNIE K SLOOP 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 14th day of August 20n9- * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) LAST WILL AND TESTAMENT OF DORIS M. YORE I, DORIS M. YOHE of the Township of East Pennsboro, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any Will previously made by me. ITEM 1: I devise and bequeath all of my estate of every nature and wheresoever situate, together with insurance thereon, to my two children, in equal shares, namely, my son, CHARLES E. YORE, JR. of 15 Windsor Way, Camp Hill, Cumberland County, Pennsylvania; and my daughter, BONNIE K. SLOOP of 11 Keller Lane, Shermansdale, Pennsylvania, per stirpes. ITEM 2: In the event the said beneficiaries are unable to agree what items of my estate they shall retain, then I order and direct that the said items be liquidated as soon as possible after my decease either at public or private sale. The monies received from said sale shall be distributed equally to my beneficiaries noted above. ITEM 3: Upon my demise, I direct that my body be buried in the Overland Cemetery, Churchville, Dauphin County, Pennsylvania. ITEM 4: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as apart of the expense of the administration of my Estate. 1 ITEM 5: I appoint my son, CHARLES E. YORE, JR. of 15 Windsor Way, Camp Hill, Cumberland County, Pennsylvania, and my daughter, BONNIE K. SLOOP of 11 Keller Lane, Shermansdale, Pennsylvania, Co-Executors of this my Last Will. Should either my son or my daughter fail to qualify or cease to act as my Executor, I appoint the survivor Executor of this my Last Will. ITEM 6: I direct that my personal representatives or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM 7: I direct that all my just debts and funeral expenses be paid as soon as practical after my death. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ~ day of ~ ~ , 1998.' ~i °~i. DORIS M. YORE Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each offer, have hereunto subscribed our names as attesting witnesses. '/~ ~( residing at AGCY ,,, 7~ v ~~~ `~~>,~~ ~~ .;~~ residing at ~ t~~~~ /`~ % %/~- ~ ~' 2 .» COMMONWEALTH OF PENNSYLVANIA ) ss: COUNTY OF CUMBERLAND ) We, DORIS M. YORE, C= ~ ~~~c~` c~,~e . ..~ ,and -~~t' ~ ~ ~ ~`-~ ~ ~ ~-'' ,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 purpose 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 or her knowledge, the Testatrix was at the time eighteen (18) years of older, of sound mind and under no constraint or undue influence. Subscribed, sworn and acknowledged before me ~ ~ ~ (~ 6 ~.~ ~ by DORIS M. YORE, the Testatrix, and subscribed ands orn to before me_ y .l ~ ~~ ~: 0 F •~~ - and ` ~' `~ ~ the witnesses, this ~Lday of , 199 . ~1 Notary Public ( (~E~,) N~ i AErJAI ~l1! k0~hl~°X F. EE~I°Td~, ~ota~ y Public l~Jampden ~w,~., Cu~teberl~n~ ~Caunly, PA 3 hAy Commission Expires ,June 1?, 2000