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Home My WebLink About03-17-10 (2) t --~ REV-1500 1505607120 FJC (06-05) OFFICIAL USE ONLY PA Department of Revenue county code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.2sosol 21 0 9 0 0 8 3 2 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth . 196700637 06202009 05231986 Decedent's Last Name Suffix Decedent's First Name MI MEREDITH JUSTIN B (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 ^ 5. Federal Estate Tax Return Required (date of death after 12-122) ^ g. Decedent Died Testate ^ 7 Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) arm ame ( pp ca e) TURO LAW OFFICES First line of address 28 S. PITT STREET Second line of address ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death 11, Election to tax under Sec. 9113(A) between 12-31-91 and i-1-95) ^ (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame Daytime Telephone Number JAMES M ROBINSON 7172459688 F' N If A li bl City or Post Office State ZIP Code CARLISLE PA 17013 Under penalties of perjury, I deGare that I have fined this return, including acx:ompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of aver other than the personal representative rs based on all information of which preparer has any knowledge. SIG RE OF ER N RESPONSIBLE FOR F RETURN A7E Berk B. Meredith III 3 J ? ~a ADDRESS 11967 Forge Hill Road, Orrstown, PA 17244 SIG RE OF PREPARE O R~J RF~PRESENTATIVE PATE REGISTER OF WILLS USEyONLY c_~ ~.. ~ ~ ~ ~ _y... -V .x1 ~ ? ...~ ~ ` r ; to ~ I Win;,: ~ ~~. __„ .,,~ ~ :~ . ~ , , ..j'l I , ~' ~, DA FILED ~ _ ~ 7 _ -~, ,-~~ , -_. -~:~ CorrespondenNs e-mail address: J R o b i n s o n ~T u r o L a w. c o m ', ~ James M Robinson ~ ~ / 7 ~~p S. Pitt Street, Carlisle, PA 17013 Side 1 L 1505607120 1505607720 J SP • ~ J 1505607220 REV-1500 EX Decedent's Social Security Number oecsaenrs Name: MEREDITH , J U S T I N B 19 6 7 0 0 6 3 7 RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 1. 1 1 8, 6 0 3. 8 0 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 3. 4. 5• 6. 7. 8. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C).......... 3. Mortgages 8 Notes Receivable (Schedule D) .......................................................... 4. Cash, Bank De osits ~ Miscellaneous Personal Pro e p p rty (Schedule E) ................ 5. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 7. Total Gross Assets (total Lines 1-7) ....................................................................... g. 1 0 2 0 . 0 0 r 1 9 , 6 2 3 . 8 0 9. Funeral Expenses 8 Administrative Costs Schedule H g, 2 1, 0 1 1. 7 5 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............................... . 10. 9 0 , 4 9 9 . 7 9 11. Total Deductions (total Lines 9& 10) ......................................................................11. 1 1 1, 5 1 1 5 4 12. Net Value of Estate (Line 8 minus Line 11) ........................................................... ..12. 8 , 1 12.2 6 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. 8 , 1 12.2 6 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 15. 16. Amount of Line 14 taxable at lineal rate x .045 8, 112.2 6 16. 3 6 5. 0 5 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ................................................................................................................. ..19. 3 6 5. 0 5 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 7505607220 1505607220 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 09 - 00832 Meredith, Justin B STREET ADDRESS 11 Pin Oak Lane CITY Shippensburg STATE PA ZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 3 6 5.0 5 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable Total Credits (A + B + C) (2) 0.00 D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 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. (5) 365.05 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 3 6 5.0 5 Make Check Payable to: REGISTER OF W/LLS, 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 :.................................... c. retain a reversionary interest; or .............................................................................................. x 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 0 3. Did decedent own an °in trust fob' 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 RETUR 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 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 steppanrnt 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. ~ ~ coMtl~oNwEA~TH of FENNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE - _ -- FILE NUMBER ESTATE OF Meredith, Justin B 21 - 09 - 00832 All real property owned sole)y or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which properly would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 11 Pin Oak Lane, Shippensburg Township, Cumberland County, PA 118,603.80 valued at assessed value x common level ratio TOTAL (Also enter on Line 1, Recapitulation) ~ 118,603.80 r SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. COMMONYVEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Meredith, Justin B 21 - 09 - 00832 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Orrstown Bank -Checking Acct. No. 101378781 1,020.00 ~ _ TOTAL (Also enter on Line 5, Recapitulation) ~ 1,020.00 5CI-®l~E H COMMONWEALTH of PENNSYLVANIA ~~ INHERITANCE TAX RETURN ~1'A ~ ~P1M'~'- RESIDENT DECEDENT ,1~G VLh7 ~ ~ ESTATE OF Meredith, Justin B FILE NUMBER 21 - 09 - 00832 Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Fogelsanger-Bricker Funeral Home, Inc. 9 625.10 2 Greencastle Bronze & Granite 6,335.00 3 Path Valley Cemetery 500.00 4 Amberson United Methodist Church 250.00 B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 2. 3. City State Zip Year(s) Commission paid Attorney's Fees TurO Law Offices Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 4. 5. s. 7. 1 Stnret Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills The Cumberland Law Jourrnat The Sentinel -Legal Accountant's Fees Tax Return Preparer's Fees Ruth Ann Mooney Other Administrative Costs 3, 558.11 318.00 75.00 250.54 100.00 TOTAL (Also enter on line 9, Recapitulation) 21,011.75 SCHEDULEI DEBTS OF DECEDENT, MORTGAGE COM'NHMONNIEAL E~nz~n NvnNU- LIABILITIES, ~ LIENS RESIDENT DECEDENT FILE NUMBER ESTATE OF Meredith, Justin B 21 - 09 - 00832 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 USDA Rural Development -Mortgage secured by 11 Pin Oak Lane, Shippensburg 90,499.79 ~ TOTAL (Also enter on Line 10, Recapitulation) I 90,499.79 REV-1513 EX+ (9-00) _ SCHEDULE J COM NHERfTANCETAXRETURN~~ BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Meredith, Justin B 21 - 09 - 00832 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) SHARE OF ESTATE (Words) AMOUNT OF ESTATE ($$$) I~ TAXABLE DISTRIBUTIONS[inGude outright spousal distributions and transfers under Sec. X116 (a) (1.2)] 1 Berk B. Meredith, III Father One Half 4,056.13 11967 Forge Hill Road Orrstown, PA 17244-9638 2 Jodie R. Meredith Mother One Half 4,056.13 17097 Gorman Drive Fort Loudon, PA 17224-9700 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropriate, on Rev 1500 cover sheet III 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 SHE T 0.00 TaxDB Result Details Page l of 1 Detailed Results for Parce136-35-2385-009. in the 2004 Tax Assessment Database 36 36-35-2385-009. 11 PIN OAK LANE MEREDITH, JUSTIN B R 936 19150 74980 94130 .38 1 95000 06 30 20 OS 00269-03114 1964 05/21 /2009 D l.~~f ~~p.C>C~ I.Z~ c~~ X http://taxdb.ccpa.net/details.asp?id=36-35-2385-009.&dbselect=l 9/2/2009 *5F000311501• USDA MONTHLY BILLING STATEMENT Rural Development Statement Date: 09/14/2009 Centralized Servicing Center THIS STATEMENT SHOWS YOUR PAYMENT STATUS AND SHOULD NOT BE CONSIDERED AS A PAYOFF OUOTE. TO MAKE AN INQUIRY REGARDING YOUR ACCOUNT SEE THE INFORMATION ON THE REVERSE SLOE. USE THE DETACHABLE COUPON TO MAKE YOUR NEXT PAYMENT. JUSTIN B MEREDITH Payment Due: $ 1,421.59 11 PIN OAK LANE SHIPPENSBURG PA 17257 Payment Due Date: 09/28/2009 Account Number(s): 32908933 33172674 KEEP THIS PORTION OF THE BILLING STATEMENT FOR YOUR RECORDS YOUR ACCOUNT SHOWS A PAST DUE AMOUNT, PLEASE SEND THE AMOUNT SHOWN AS PAYMENT DUE. /28/2009 $ 1,421.59 $ 281.76 $ 177.20 $ 0.00 $ ~~` 962.6~3~ `~ *AFTER 10/13/2009 A LATE CHARGE WILL BE ADDED TO YOUR ACCOUNT FOR A TO AL OF 1,432.85 Special Messages: ~ G -- For general account information, call: 1-800-414-1226 Monday -Friday 7:00 am - 5:00 pm (CST). To discuss your past due account and/or make payment arrangements, call: 1-800-793-8861 Monday -Thursday 7:00 am - 9:00 pm (CST), Friday 7:00 am to 5:00 pm and Saturday 7:00 am - 1:00 pm. For faster service please have your account number ready when you call. PRINCIPAL ESCROW INTEREST UNAPPLIED FEE LATE CHARGI BALANCE BALANCE PAID YTD BALANCE ** BALANCE BALANCE $ 90,499.79 $ 168.87- $ 3,411.04 $ 0.00 $ 0.00 $ 45.31 ~ ~ ~ _ _ **.UNAPPLIED BALANCE. is not r _flected in the NEXT PAYMENT DUE AMOUNT. _ _ _ _ .. ~ ~ ~ DETACH AND MAIL THIS COUPON WITH YOUR PAYMENT FOR PROPER POSTING Additional Principal JUSTIN B MEREDITH 11 PIN OAK LANE SHIPPENSBURG PA 17257 Payment Due Date: 09/28/2009 (Allow 7 days for mailing time) Please specify additional principal payment. Excess funds not specified may be applied to principal. Payment Due $ 1, 421.59 MAIL TO: USDA - R~ Total Amount Enclosed $ PO BOX 790170 Account Number: 32908933 ST. LOUIS, MO 63179-0170 To change address or telephone number, ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ place an 'X' in the Box and enter the change on the reverse side. D142],59003290893301421590