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HomeMy WebLinkAbout09-13-10 (3) J 15056051058 REV-1500 EX (os-05) OFFICIAL USE ONLY PA Department of Revemre Bureau of Individual Taxes County Code Year File Number Po Box 280601 INHERITANCE TAX RETURN Flarttsbulg, PA 17128-0601 RESIDENT DECEDENT 21 10 0248 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 160-07-0938 01/28/2010 i 01/16!1915 Decedent's Last Name Suffix Decedent's First Name MI I Strayer Jean (If AppNcablej Enter Surviving 8pouse's InfonnaNon Below Spouse's Last Name Suffix Spouse's First Name MI i i Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THp REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW t1~? 1. Original Retum ~~1 4. Limited Estate 6. Decedent Died Testate (Attach Copy of WIII) '='~3 9. Litigation Proceeds Received ~ 2. Supplemental Return C 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) C:.O 10. Spousal Poverty Credit (date of death between 12-31-91 and i-1-95) C~ 3. Remainder Retum'~(date of death prior to 12-13-82) ', f ~ 5. Federal Estate Ta>d Retum Required __D . 8. Total Number of Sr}fe Deposit Boxes t 11. Election to tax und~r SAc. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST 8E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAx INFORMATION SHOULa BE IRECTED T0: Name Daytime Telephone Num~er Rodney D. Henry '; (215) 536-7333 Firm Name (If Applicable) __. --.~_~_.__ ---- ___. _ - REGISTER OF WIL ONLY -~., i ~ First line of address ' _a ~ ~! ~~ PO Box 499 ~~ ~' ~' Second line of address C'~ ~ ~ -7 _ . -- - _ _ _ .._. _.__ _ . ~ 'b ~- ~ ~ ,~,/ City or Post Office State ZIP Coda __-__ __DA1~IL~D ., t r_y ,~ - _ 4 ~::.-~ C~ Quakertown ' PA 18951 ;, Correspondent's e-mail address: Under penaltles of perjury, t declare Drat I have examined this return, including accompanying schedules end statements, and to the best of my and belief, tt is true, correct and complete. Declaration of preparer other than the personal representatlve is based on all irrfOrmatlon of whk:h preperer haa, any nowledge. SIG TUQE OF PERSON_RESPONSIBLE FOR FILING RETURN DATE ~'- 10Y5 Baus Road, East Greenville, PA 18041 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE - L.bl -XU ADDRESS ~ ~ PO Box 499, Quakertown, PA 18951 PLEA8E U E ORIGINAL frORM ONLY Side 1 15056051058 150560510518 se J 15056052059 REV-1500 EX Decedent's Social Security Number _ _ _. _ Jean Strayer 160-07-0938 Decedent's Name: i RECAPITULATION 1. Real estate (Schedule A) ............................................. L __ 2. Stocks and 8onds(Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages 8 Notes Receivable (Schedule D} ............................. 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ........ 5. ' 32,886.65 6. Jointly Owned Property (Schedule F) t~ Separate Billing Requested ....... 6. ', 7. Inter-Vvos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 32,8$6.65 9. Funeral Expenses rk Administrative Costs (Schedule H) ..................... 9. 2,830.78 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................ 10. 420.18 ;" 11. Total Deductions (total Lines 9 8 10) ................................... 11. 3,250.96 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. i, 29,635.69 13. Charitable and Governmental BequestsiSec 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. I 29,635.69 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~ 18. Amount of Line 14 taxable at lineal rate X .0 45 17. Amount of Line 14 taxable at sibling rate X .12 _ _. 18. Amount of Line 14 taxable at collateral rate X .15 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 1,333.61 ~~ 15056052x59 REV-1500 EX Page 3 Decedent's Complete Address: 21 ~10 ~g0248 __ DECEDENTS NAME DECEDENTS SOCIAL SECUf~ITY NUMBER Jean Strayer 160-07-0938 STREET ADDRESS 428 Candlewyck Road CITY Camp Hill STATE PA !ZIP I, 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CredNsfPayments A. Spousal Poverty Credit B. Prior Payments 1,239.75 C. Discount 65.25 3. InteresUPenaity if applicable D. Interest E. Penalty (1) 1,333.61 Total Credits (A + B + C) (2) 1,305.00 Total InteresUPenatty (D + E) (3) 4. If Line 2 is greater than Line 1 + tine 3, enter the difference. This is the OVERPAYMENT. 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) ' 28.61 ~--. - A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 28.61 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRII~ITE'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 Property transferred or its Income : ............................................ ^ c. retain a reversionary interesl; 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 "in trust for' or payable upon death bank account or security at his or her death? .............. ^ d. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a benefiaary designation? ........................................................................................................................ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS ~AR~' OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed an the net value of transfers to or for the ~'~,use Hof 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'Ispoluse 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 POr disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneftciary. 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 lof a natural parent, an adoptive parent, or a stepparent 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 benefiaartes is four and one-half (4.5) ~erc~nt, 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)0. 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. REW7508 EX+ (8-98) SCHEDULE E CASH BANK DEPOSITS & MISC. , , COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Jean Strayer 21-10-0248 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with right of survivorship must be disclosed on Schedule R ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 • Account 6920, Wachovia Bank 11,768.57 Interest accrued to date of death 40.38 2• Account 3212, Wachovia Bank 17,347.96 Interest accrued to date of death 45.26 3• Account 5284, Wachovia Bank 2,288'72 Interest accrued to date of death 0.03 4• Account 1131, Wachovia Bank 1,239.72 Interest accrued to date of death 0.01 NOTE: Susan Conner predeceased Jean Strayer 5• U.S. Treasury, Tax refund 156.00 TOTAL (Also enter on line 5, Recapitulation) ~ 32,886.65 (It more space is needed, insert addiMonal sheets of the same size) REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNE1i~LE N FUNERAL EXPENSES & ADMINISTRATNE COSTS ESTATE OF FILE NUMBER Jean Strayer 21-10-0248 Debta of decedent must be reported on Schedule L fTEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1•. Jeffrey Naugle Funeral Home 232.24 2. First United Church of Christ 1,000.00 3. Meal After Funeral 83.98 4. Flowers 30.00 e. ADMINISTRATIVE COSTS: 1. Personal Represenlatrve's Commissions Name of Personal Representative(s) Sodal Security Nun~er(s)/EIN Numt>ar of Personal Representative(s) Street Address City State _ Year(s) Commission Paid: 2. Attorney Fees 3. Fanaly Exemption: (If decedent's address is not the same as daimant's, attach explanation) Claimant Street Address Zip City State Zip Relatronship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7_ Eatate advertisements l,ooo.oo 199.80 115.00 169.76 TOTAL (Also enter on line 9, Recapitulation) l 3 ' 2,$30.78 (If more space is needed, insert additional sheets of the same size) REW1512 EX+ (12-03) ca~toNwEALTH of I~ENNSVI.vANw INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF ' FILE NUMBER (ff nare space is needed, insert additional sheets of the same size) i REV-1513 EX+ (9-00) COlAMONWEALTH of PENNSVIVANIA INHERITANCE TAX RETURN RES{SENT oECe~ENT BENEFICIARIES ESTATE OF FILIE NUMBER Jean Strayer 21-'10-0248 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Lfst Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [indude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 • Kenneth B. Conner Son-in-law gnel-half 428 Candlewyck Road Camp Hill, PA 17011 i 2' John E. Strayer 1015 Baus Road Son 4ne~half East Greenville, A 18041 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THRO UGH 18, AS APPROPRIATE, ON RE V 1 C 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 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Z (If more space is needed, insert additional sheets of the same size) . ~i WAICHOVIA Reference ID: 3048353 Wachovia Bank Balance Confirmation Services P O Box 40028 Roanoke, VA 24022 May 24, 2010 JOHN E STRAYER 1015 BAUS ROAD EAST GREENVILLE, PA 18041 SUBJECT: Verification /Confirmation of Account and Balance Information provided for: Customer: JEAN STRAYER (SSN# XXX-XX-0938) Date of Death: January 28, 2010 Deposit Account Information Account Account Date of Death Average Date Maturity Interest Accnled YTD Date Type Number Balance Balance Opened Date Rate In t , Interest Paid Closed ~~ CERTIFICATE OF XXXXXXXXXXXti920 $11,768.57 8/I 1/2006 8/11/2011 $40.8 $0.00 DEPOSIT LEGAL TITLE: JEAN STRAYER SUSAN CONNER CERTIFICATE OF XXXXXXXXXXX3212 S17,347.9ti 5/5/2006 $45.J16 $0.00 5/7/2010 DEPOSIT LEGAL TITLE: JEAN STRAYER SUSAN CONNER CHECKING XXXXXXXXX5284 $2,288.72 1/17/1992 $0.0~ $0.13 3/30/2010 LEGAL TITLE: JEAN STRAYER SUSAN CONNER SAVINGS XXXXXXXXXtl31 $1,239.72 !0/1/1984 $0.01' $0.06 3/30/2010 LEGAL TITLE: JEAN STRAYER SUSAN CONNER 0000 000614 Rev 01 Page 1 of 2 ~i WAICHOVIA Reference ID: 3048353 • Date of death balance does not include accrued interest. * If date of death occttrrs on a weekend or a holiday, date of death balance does not include any transactions that were amde during that t~me period. r Y ybill Servr enter Associate Phone: (540)563-7323 a8; a8 By accepting this information, Ste recipient thereof represents sad warrants to Wells Fargo Bank, N.A. ("Wells Fargo"), that the recipient is authorized by the cos tp receive lawfully this infomtatbn. The recipient agrees that it will not discbx Ilia inforartion to any third party, unless corrtpelled to do so by legal process, and Ilat it wiU lawfully ttse iptorntation. The recipient ackrtowkdgea that Wells Fargo dos not represent std warrant that the iafarrrtatioa is compkk a~ accluate. The recipient flutlter acknowledges clot the iatoorrrrt ' not disclose the entire relationship between cttatorror and Wells Fargo. The infomrtion is subject to change without notice to the recipient. The rceipient agtees to indemnity, defend, and hoells Fargo harrtdess from and agair~t arty ckim resulting from the disclosure and use of the irtformtion by the recipient or from the breach by the recipient of arty agreement, representation, or w~mrt contained herein. Wachovia Bank and Wachovia Bank of Delaware are divisiorts of Wells Fargo Hank, N.A. 0000 000814 Rev 01 Page 2 of 2 .i .~~ ~~ YY ~~1' ~1,.~ ~~s JAMES M. BACH A ~tr~ rat ~y-. ~ ~-. ~ ~ r ~V 352 S. Spirting Hill Itnad Mechanicsburg, FA 17QSt~ 73'7-2p33 LAST WtLt, AND TESTAMENT roe ,.;.. 4 ~? ~ N ,...; , N ~ ,~ 4.. ~ .. ,.ti ,~ .: ~' " mn ca cv JEAN STRAYETt Last Will And Testament Of JEAN STRAYER I, JEAN STRAYER, of the TOWNSIiIP OF LOWER ALLEN, COUNTY Off' CUMBERLAIND, ~O_~ONWEALTH of PENNSYLVA~ being in good bodily health and of sound and disposing mind and memory, and not acting under duress, menace, fraud, or undue influenco of any person whomsoeirer, merely calling to mind thy frailty of human life, and being desirous of disposing my worldly goods while I have the strength and capacity so to do, I do make, publish and declare this my LAST WILL Al~1D TESTAMENT. I hereby revoke, cancel and annul all my former Wills and Testaments, including codidils thereto, by me at any time made, and declare this alone to be my LAST WILL AND TESTAMENT. AS TO SUCH ESTATE TT HAS PLEASED GOD TO ENTRUST ME WITH IN THIS LIFETIMES I DISPOSE OF THE SAME AS FOLLOWS, VIZ: (TEM L. I direct that my Executrix hereinafter named, pay and discharge all of my just debts, funeral and testamentary expanses. JTEM 2. 1 have made arrangements for a prepaid funeral. My Executrix, SUSAN J. CONNER ~s aware of all the details. jam, All the rest, residue, and remainder of my entire estate, whosesoever situate, and whatsoever',,. it may consist of, l give, devise, and bequeath, to the following individuals, share and sham alike. The individuals are as follows: SUSAN J. CONNER, and JOHN E. STRAXER. In the event that any of my children shall predecease me in death, their share shall go to the survivors except for the share of Susan J. Conner. Tn the event Susan 3. Conner predeceases me, her share shall pass to Kenneth B. Conner. I 4 I nominate and appoint, SUSAN J. CONNER, as Executrix of this my LAST WILL. Should~i the Executrix named herein fail to qualify or cease to act as Executrix then I appoint JOHN E. STRAYER as Executor in her stead. ~ ~a ~ -2»- /~ JEAN' TRAYER S/29/llg t ITEM S• 1 order and direct that my personal rcpresantative(s) named herein use the legal services of JAMES M. BACH, as Attorney for my estate. ITEM6• I direct that my personal representative, as well as their successors shall not be required to give bond for the faithful performance of thcir duties in any jurisdictIon.~ j1~M 8, I direct that alt estate, succession, legacy, inheritance or other transfer taxes, however designated that shall become payable by reason of my death in respect of all property comprising my gross estate for tax purposes, whether or not such property passes under thi$ ).,AST WILL. shall be paid by my Executor out of my residuary estates 1TEM 9. I grant to my personal representatives herein named, in addition to, but not in limitation of ', those powers vested by Law, to be exercised without prior application to or approval of any ''~ court, the power and authority to retain indefinitely any property, to invest and reinvest any' assets or the proceeds derived from the sale of assets, although said investments may not be' of the character prescribed by law, to sell, .convey, assign, transfer and encumber any property, to pay, settle or compromise all claims, to make distribution or divisions in cash or, in kind, and in general to exercise all powers in the management of any property hereunder '', which any individual could exercise in the management of similar property owned in his owm right, and to execute and deliver any and all instruments and to do all acts, which maybe deemed necessary end proper. ~~.. ;~ JEAN TRAYER 5/29!08 ACKNOWLEDGMENT COMMONWEALTIi OF PENNSYLVANIA ) ss COUNTY OF CUMBERLAND ) I, JEAN STRAYER. the TESTATRIX, whose Hama is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument , as my LAST WILL; that I signed it willingly; and that I signed it as my free and voluntary act for the purpose therein expressed. JEAN ST`RA~YER 5/29/08y '2 .~ _ Sworn to or affirmed and acknowledged before me, by: the TESTATRIXC this ~ day of May, 2008. The preceding instrument consisting of this and two (2) other typewritten pages, identified by the signature of the TESTATRIX, was on the date thereof signed, published and declarod by JEAN STRAYER, the TESTATRIX therein named as and for his LAST WILL AND TESTAMENT. N RIAL 3EAL ~ '~'` ~" `~ JAMES M. BP.CH, Notary Public J S M. BACH, ESQUIRE ' Hampden Twp., Cumberland County N TARY PUBLIC M Commission Expires May 13, 2011 Mechanicsburg, PA 17050 My Commission Expires: 05/13/11 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) ss ~ COUNTY OF CUMBERLAND ) We, ~'ATRICK J. DANIELS and, DANIELLE M. MAY. the witnesses whose names are signed }o the attached or foregoing instrument, being duly qualified according to law, do depose and say that we wefe present and saw the TESTATOR sign and execute the instrument as her LAST WILL; that tk~e TESTATRIX signed it willingly and that she executed it as her free and voluntary act for the purpose Were~n expressed; that each witness in the hearing and sight of the TESTATRIX signed the WILL es witnesses; and that, to the best of our knowledge, the TESTATRIX was, at the time, 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affumed and acknowledged before me, by: PATi2IC,K J DANIELS and DANIELLE M. MA'Y witnesses, this 28Th day of May, 2008 ' Residing at 352 S. Sporting Hill Rd. PATRICK J. ANIEL Mechanicsburg. PA 17050 1 MA JAMllB~M, BACH, Notary Public n 1Wp„ Cumberland County ftammiaslan Bzolres MaY 13, 2011 Residing at 352 Snorting Hill Road Mechanicsburg. PA 17050 J S M. BACH, ESQUIRE N ARY PUBLIC Mechanicsburg, PA 17050 My Commission Expires: 05/13/11 3