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Home My WebLink About07-12-10 (2)1505610143 REV-1500 ~` `°'-'°' ~' PA Department of Revenue pennsylvania O~~ CAS SE ONLY Fde Number Bureau of Individual Taxes °1f °FatB"1° PO 80X.280601 INHERITANCE TAX RETURN 21 10 0074 Harrisburg, PA• 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 209 12 8898 12 31 2009 07 31 1923 Decedent's Last Name Suffix Decedent's First Name MI MYERS RHUBY E (H 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 O F WILLS FILL IN APPROPRIATE OPALS BELOW 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date Of deattt prtorto 12-13-82) 4. Limited Estate ~ 48. Futuro Interest Compromise (date a deem after 2-12-82) ~ 5. Federal Estate Tax Retum Required e Decedent Died restate (Attach Copy of wilq ~ 7, ~~~ i~j~)a Living Trust ~ 8. Total Number of Sale Deposit Boxes 9. Litigation Proceeds Received ~ 10. sal P~~~t,~date pf death 795)) ~ 11, Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THi8 BECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION 'SHOULD BE DIRECTED TO: Name Daytime Tekphorhe Number JA1dE3 D HUGHES ESQ 717 249 6333 First line of address 354 ~-]LEXANDER SPRING RO Second line of address City or Post Office CARLISLE State ZIP Code PA 17015 Correspondent's e-mail address; Jnugnes a`rsau:mannnugnes.cvm REGISTER OF~ILLS USE O~Y.Y G ~~ r Z d C ~ C7 ~ ~ - -- ~ •' v> ~.~~e rv r~~Q ~~~ = .~ , r~..: ~ {,,'7 i f_'a ~•d R ts~Uue, cPe a~Id~uoompleteDeda~tton ~ pro~parer ~r than tfmiei~per oral reuse Tafiv~e isrl~onaa~ll info's why prep~are~ has anyaaknow edg~e.~~r, OF PERSON RESPONcSI~BLE FOR FILING RETURN DATE ~ ~/ ~~' Q ~ ~ ~~ ~. rc t ~~Q ~ Diane L. Pike aoDRess ~IGNATURE OF O TIiAN'REPRESENTATNE DATE James D. Hughes Esq. "~ (2~ ADDRE38 354 Aiexa er S rin Road, Suite 1, Carlisle, PA 17015 Side 1 1505610143 1505610143 1505610243 REV-1500 EX Decedent's Social Security Number '•N~~ Mysrs, Rhuby E. 209 12 88.98 RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 3. Closet' Held Corporation, Partnership or Sole-Proprietorship (Schedule C)........, 3. 4. Mortgages 8 Notes Receivable (Schedule D) ........................................................ 4. 145 , 833.67 5. Cash, Bank Deposits ~ Miscellaneous Personal Property (Schedule E) ............... 5. 8. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter V'n-os Transfers 8 M'isoeltaneous Lyon; Probate Property arate Billin Re uested Se 7 ............ g p q (Schedule G) u . 8. Total Gross Assets (total Lines 1-7) ..................................................................... 8, 14 5 , 8 3 3. 6 7 2 8 , 2 8 5.21 9. ........................ Funeral Expenses 8~ Administrative Costs {Schedule H) ............... 9. 2 , 711.4 3 10. Debts of Decedent, Mortgage Liabilfties, & Liens (Schedule I) .............................. 10. 11. Total Deductions (total Lines 9 8 10) ................................................................... 11, 3 0 , 9 9 6.64 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 114 , 837.03 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... 13. 114 , 837.03 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 O • 0 0 (a)(1.2) X .00 16. Amount of Line 14 taxable 114 , 837.03 1s. 5 ,167.67 at lineal rate X .045 17. Amount of Line 14 taxable 0 00 17 0.00 . at sibling rate X .12 . 18. Amount of Line 14 taxable 0 0 0 18 0 . 0 0 . at callaterai rate X .15 . 19. Tax Due .................................................................................................................. 19. 5 ,16 7. 6 7 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^X Side 2 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-10-0074 DECEDENTS NAME Myers, Rhuby E. STREET ADDRESS 254 Stonehouse Road CITY Carlisle STATE PA ZIP 1701 S Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 5,167.67 2. CreditslPayments A. Prior Payments 5,000.00 B. Discount 258.38 Total Credits (A + g) (2) 5,258.38 3. Interest (3) q, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 90.71 Check box on Page 2 Line 20 to request a rotund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Make Check Pa able 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 :............................................................................... ^ b. retain the right to designate who shall use the propeRy transferred or its income :.................................. x c. retain a reversronary 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? .................................................................................................................... ^ 0 3. Did decedent own an °in trust 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 ANStfVER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT A$ PART OF THE RETURN. For dates of death on or after July 1, 1994 and before Jan. 1, 1995, tha tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 peroent [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 sunirring spouse is 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 beneficiary. For dates of death on or after Juy 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptnre parent, or a stepparent of the child is 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 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 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-760! EXt (e-9al coi,ator~AUrl o~ vEra+sv~vAwU McERRANCE TAX RETtXtN flE81DElfTDECEDEIiT sct~EOU~s E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Myers. Rhubv E. 21w10-00T4 Ir~lude 6,e pprwc of 1' ' ion end the date the proceeds were receives by the estate. All properly jolntly.owrNd wHh 1M ApM of survNorship must W dbcloaed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Commonwealth of Pennsylvania -final retirement pay from Public School Employees' 528.22 Retirement System 2 M8T Bank, Checking Account No. 721889 6,711.54 Accrued interest on Item 2 through date of death 0.07 3 M8T Bank, Savings Account No. 15004200979928 7,389.97 Accrued inten3st on item 3 tl-rough date of death 0.08 4 Orratown Financial Services, Inc., Certificate of Deposit No. 4000033645 -issued 7R/2009; 100,499.82 due 7R/2010; rate 1.199L; interest payable monthly (added to C.D.) Accrued interest on Item 4 through date of death 78.64 5 Orrstown Financial Services, Inc., Savings Account No. 706002524 30,627.33 6 Sofa table - adeemed 0.00 TOTAL (Also enter on Line 5, Recapitulation) I 145,833.67 (If more space is needed, additlonal pages of the same size) Copyright (c) 2002 form software onty The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1161 Ex+(10-08) c ~ ~~~;g~y~wu ESTATE OF FILE NUMBER Myers, Rhuby E. _ _21-10-0074 SCHEDULE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A, FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Diane L. Pike stree4 Address. 254 Storehouse Road City Carlisle State PA zin 17015 Year(sl Commission paid 2. Attomev's Fees Salzmann Hughes, P.C. 3, Famiy Exemption: (If decedent's address is not the same as Gaimant's, attach explanation) Claimant Diane L. Pike Street Address 254 Storehouse Road city Carlisle state PA Zio 17015 Relationship of Claimant to Decedent Spouse 8,760.55 6,830.00 7,580.00 3,500.00 4. Probate Fees 311.50 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Other Administrative Costs 303.18 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 28,285.21 Copyright (c) 2009 form software only The Lackner Group, Inc. Forrn PA-1600 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINiSTRATIWE COSTS continued ESTATE OF FILE NUMBER Myers, Rhuby E. 21 »10-0074 ITEM NUMBER DESCRIPTION AMOUNT Funeral Eznenses 1 Diane L. Pike -reimbursement for partial funeral services payment to Hollinger Funeral 5,000.00 Home 8 Crematory, Inc. 2 Hollinger Funeral Home 8 Crematory, Inc. -funeral services 4,401.48 3 Royer's Flowers 8 Gifts -flowers for funeral 359.07 H-A 9,760.55 Other Administrative Costs 4 Register of VYilis 30.00 5 Salzmann Hughes, P.C. -reimbursement for payment to the Cumberland Law Journal far 75.00 legal advertising 6 The Sentinel -Legal -Legal advertising 198.16 H-B7 303.18 Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn P,4-1500 Schedule H (Rev. 6-98) Rtrv-1572 teI(r (12-08) scHSOU~e ~ DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS cowarortuueN.nt of verx~snvMan n~nR~ r~x rtESroeirr oeceoeNr ESTATE OF FILET NUMBER E. Rpat dwa Ineurnd by the d.ow.oe prior to dNlh that rwnMrnd ur~id n IM dn. w d.aar, Includirq rmnimbunw rt~kal .xpaass. (it more space is needed, addluonal pages or nor same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-tSQQ Schedule t (Rev. 12-08) ro=v-~a~s oc• l».osl SCHEDULE J COA1~~~~-E"Y""'^ BENEFICIARIES ESTATE OF FILE NUMBER M 8rs, Rhub E. 21-10-00 74 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE UNT OF ESTATE NUMBER PERSON(S) RECE{VING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal • distnbutions, and transfers under Sec. 9116 a 1.2 See attached schedule TOtal 114,837.04 Enter dollar amounts for distributions shown above on lines 15 throe h 18 on Rev 150 0 cover sheet as riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS i TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) SCHEDULE J BENEFICIARIES (Part 1, Taxable Distributions) ESTATE OF: Rhuby E. Myers 12131!2009 209-12-8898 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) (SSi) 1 David R. Myers Sr. 7525 Werizville Rd. Carlisle, PA 17015 2 Paul A. Myers 1665 Hathaway Dr. Colorado Springs, CO 80815 3 Lee H. Myers 10418 Churchill Way Laurel, MD 20723 4 Glenn E. Myers 261 Richland Rd. Carlisle, PA 17015 5 Nancy L. Piper 6 Curtis Dr. Carlisle, PA 17013 6 Diane L. Pike 254 Storehouse Road Carlisle, PA 17015 7 James C. Hartzell 244 Brick Church Road Newville, PA 17241 8 Barbara J. Weary 2047 Walnut Bottom Rd. Carlisle, PA 17015 Stepchild 121/2% Residue 14,354.63 Stepchild 12112% Residue 14,354.63 Stepchild 12 112% Residua 14,354.63 Stepchild 121/2% Residue 14,354.63 Daughter 121/2% Residue 14,354.63 Daughter Bequest Item 2nd sofa 14,354.63 table adeemed 121/2% Residue Son 121/2°~6 Residue 14,354.63 Daughter 12 1/2% Residue 14,354.63 Total ~~a.s37.oa 1 ~1li~.i ~~~N 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Salzmann Hughes, PC 354 Alexander Spring Road Suite 1 Carlisle, Pa 17015 Re: Estate of: Rhuby E Myers Social Security: 209-12-8898 - Date of Death:.December 31.2009 Dear Sir or Madam: Phone (888)502-4349 Fax (302)934-2955 January 29, 2010 Per your inquiry, please 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 721689 Ownership (Names o, fl Rhuby E Myers Opening Date 09/01/67 . Balance on Date of Death $ 6711.54 Accrued Interest ' ' $ 0.07 Total _. ................_...._................_............_.._.....__............ . $ 6711.61 2. Type of Account ~ Savings Account Account Number 15004200979928 Ownership (Names o, fl Rhuby E Myers Opening Date 03/23ro0 Balance on Date of Death $ 738997 Accrued Interest $ 0.08 Total _....$..7390.05........_......... Please be advised, there was no safe deposit box found for the above decedent. * ff upon reviewing the information above, you believe there are additional accoutttx not referenced, please provide us with an account numberand/or name of any possible joint account holder. For any' additional information on the above aooounts, including ownership and any changes,. closures and/or reimbursement of Surds, etc., please contact our MOUNT HOLLY SPRINGS branch, 631 Holly Pike ,Mount Holly Springs, PA 17065. Office # 717.486-3038. sincerely, N 'ssa Sears Adjustment Services __ _ __ =x- JAN-27-2010(lJEO) OB:d9 .•4~.~. .::'::.:::::~,~5~':.:..... ~.,.: ~: FINAI~'CIAI::~SERVI~ES;: INCi January 27, 2010 J~~ D. Hughes, Esq. S ann Hughes, PC 354 Alexander Spring Road Suite 1 Carlisle, PA 17015 Fax 249-7334 Re: .Estate of Rhuby E. Myers Social Security Number 209-12-8898 Date of death December 31, 2009 lT' IS H~~ER,BY CERTIFIED THAT 7'HE ABOVE NANI~ED DECEDENT, .. _ ... . dN THE ABOVE DATE, .F~ TfIE FO.LLOWIIYGACCdUNTS WlIH ORRS?10NJNL3ANK SAVINGS ACCOUNT - Account No. - Account Type - ~ - Date opened - Jaint Account (name/date) - Balance - Accrued Interest T CERTIFICATE OF DEPOSIT Account No. - Account Type - Date opened - Joint Account (name/date) - Balancc - Accrued Interest - 7p6002524 Statement Savings ?/7/09 None $30,515.75 $11.5$ 4000033645 Personal Jumbo CD ?/7/09 None $104,499.$2 $78.64 Best Regards, Vicki L. Gullixon GuStolilCr Service Specialist P. 001 /001 77 F.aat King Street. Shippex~sburg, Pefiney-lvania 17'57