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Home My WebLink About01-12-11J REV-1500 PA Department of Revenue Bureau of Individual Taxes PO BOX 280801 Ex tot-tol 1505610145 Pennsylvania oEauin~r or rtEV~ue INHERITANCE TAX RETURN en t tR DECEDENT INFORMATION BELOW Social Security Number Date of Death 197-40-6546 07292010 Decedent's Last Name MMDDYYYY Date of Birth Suffix Long (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number 10041918 OFFICIAL USE ONLY Courriy Code Year File Number a~ l~ ~~~ MMDDYYYY Decedent's First Name MI Ruth A Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE BOXES BELOW REGISTER OF WILLS ®, o.. ngmal Retum (~ 2. Supplemental Retum (~ 3 R 4. Limited Estate ~ 4a. Future Interest Compromise (dat f . emainder Retum (date of death Prior to 12-13-62) ® 6. Decedent Died Testate e o death after 12-12-82) 0 5• Federal Estate Tax Retum Required (Attach Copy of Will) [~ 9 Liti ti [~ 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 0 ---- 8• Total Number of Safe Deposit Boxes . ga on Proceeds Received [~ 10 Spousal poverty Credit (date of death 0 11 El between 12-31-91 and 1-1-95) • ection to tax under Sec. 9113(A) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDE Name NTIA L TAX INFORMATION SHOULD BE DIRECTED T0: DaytimeSelephone Number Robert G. Frey 7172435838n =-- ~- O -_" `a _} r_r, REGISTER OF r' ~ ' USE ONLtY- C^? ~'~"r rn_;:n First line of address ~ ?~ ~• 5 South Hanover Street ~'c~c~ --„ F Second line of address ~ `-~' ~ `~ ? .+ r_ ~ ~-' - --I .. r.___ '-T-i City orPost Office _._ State Zip r,^,ode DATE FILED Carlisle PA 17013 correspondents e-mail address: rf reyQ f reyt i 1 ey .com Under penalties of perjury, I dedare that I have examined thrs return, indudr acco r-ry owledge and beBef, it is true and com fete, Declaration of re ter other than the rsonal reresert~vtr a is based onlaii ntonnationeo wh•ch re~arebr hasfan knowl e• SIG RE OF PERSONONSI FOR FILING RETURN ADDRESS - DATE - ~.~ yr tK VT R REPRESENTATIVE DA ADDRESS ~ Z 3 p ~!® 5 South Hanover Str Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 ~.,~. 1505610145 1505610145 '--~ C; J REV-1500 EX 1505610245 Decedent's Social Security Number DecedenCs Name: RU t Yl A L O n RECAPITULATION 19 7 - 4 0- 6 5 4 6 1. Real Estate (Schedule A) ....................................... .... 1. NONE 2. Stocks and Bonds (Schedule B) .................................. .... 2. NONE 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. NONE 4. Mortgages and Notes Receivable (Schedule D) ........... 4 NONE ............ . .. . 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ... ... 5, 15518.00 6. Jointly Owned property (Schedule F) (Separate Billing Requested 6 ...... 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property .. , 2 5 2 9 5. 0 0 (Schedule G) Separate Billing Requested ...... . . 7. NONE 8. Total Gross Assets (total Lines 1 th rough 7) ............. . ""'•••••~ ~• 8• 40813.00 9. Funeral Expenses and Administrative Costs (Schedule H) .... . ........... .. s. 9850.00 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........... .. 10. NONE 11. Total Deductions (total Lines 9 and 10) .... ......................... .. 11. 9850.00 12. Net Value of Estate (Line 8 minus Line 11) .... ........ . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 12 3 O 9 6 3 . 0 0 an election to tax has not been made (Schedule J) ....... . • . • , 14. Net Value Sub'ect to Tax Line 12 minus Line 13 13 0.00 ............. . TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 14 3 O 9 6 3 . O O 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 0 16. Amount of Line 14 taxable 15' O . 0 0 at lineal rate x .0 4 5 3 0 9 63 0 0 . 17. Amount of Line 14 1s. 13 9 3. 3 4 taxable at sibling rate X • 12 18. Amount of Line 14 taxable 1 ~• 0 . 0 0 at collateral rate X , 15 18' 0.00 19. TAX DUE ............... ........................................ 19. 1393.34 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 ~.... 1505610245 150561024 5 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-10-0896 DECEDENT'S NAME STREET ADDRESS CITY Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 900.88 B. Discount STATE ZIP 197-40-6546 (1) 1393.34 3. Interest Total Credits (A + B) (2) 900.88 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) Fill in box on Page 2, Line 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 492.46 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: a. retain the use or income of the property transferred : ............................... Yes 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? ......................................................... a 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........... 3. Did decedent own an "in trust for" orpayable-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? ............. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT^AS PART OF~THE RET URN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving 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 stilt 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 21 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 0 percent [72 P.S. §9116(a)(1.2)]. • The to x 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)]. Asibling 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-1508 EX+ (g_gg) SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF Ruth A Lon FILE NUMBER InGude the proceeds of litigation and the date the proceeds were received by the estate. 21-10-0896 All ro 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1 Sovereign Bank account 1674061463 OF DEATH 2 Sovereign Bank account 1691016802 14,659 3 CenturyLink refund 626 4 Highmark refund 10 5 State Farm refund 211 12 TOTAL (Also enter on line 5 Recapitulation) ~ (If more space Is needed Insert addltlonal sheets of the same size) 15 518 REV-1509 EX+(p~_~p~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE AF• SCHEDULE F JOINTLY-OWNED PROPERTY Ruth A Lon FILE NUMBER: If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Sched89e G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Thelma K. Snyder 324 Acre Drive, Carlisle, PA 17013 B Faye L. Hain Children Maynard L. Long, Jr. 10 Circle Drive, Carlisle, PA 17013 ~~ 200 Sulphur Spring Road, Carlisle, PA 17013 D Jesse W. Long 1152 Easy Road, Carlisle, PA 17015 E Judy A. Johnston 52829 200th Street, Moms, MN 56267 F C. JOINTLY OWNED PROPERTY: ITEM N LETTER FOR JOINT DATE MADE DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BA DATE UMBER TENANT JOINT NK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINT DATE OF DEATH DECEDENr OF DEATH ~ • A• 8/29/01 LY HELD REAL ESTATE. Sovereign Bank Acct. No. 1675291999 VALUE OF ASSET INTEREST DECEDENTS INTEREST 2• B 8/29/01 Sovereign Bank Acct. No. 1675292005 10,011 50.00% 5,006 3• C 2/10/86 Sovereign Bank Acct. No. 1695214153 10,011 50.00% 5,006 4• D 5/23/95 Sovereign Bank Acct. No. 1695214575 10,010 50.00% 5,005 5• E 5/23/95 Sovereign Bank Acct. No. 1695214583 10,277 50.00% 5,139 10,277 50.00% 5,139 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on Line 6 Recapitulation) If more space Is needed, use addltlonal sheets of paper of the same size. 3 REV-1511 EX + (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ruth A Lono ITEM NUMBE A. 1. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS FILE g R Decedent's debts must be reported on Schedule I. FUNERAL EXPENSES: Hoffman Roth Funeral Home 2. Hoy's Greenhouse (flowers) 3. Tim Dugan (Honorarium to minister) 4. St. Matthew's UCC Women's Guild (Memorial Service Reception) 5. Joan Sweger (Honorarium to organist) B• ADMINISTRATIVE COSTS: ~ • Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State Zlp Year(s) Commission Paid: 2• Attorney Fees: 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State Zlp Relationship of Claimant to Decedent 4• Probate Fees: 5• Accountant Fees: 6• Tax Retum Preparer Fees: 7. Final Medical bills to Carlisle Regional Medical Center 8. Cumberland Goodwill EMS (ambulance) 9. Advertising Costs to Cumberland Law Journal and The Sentinel 10. Sovereign Bank (research fee) 11. Final Nursing Home bill to Sarah Todd Memorial Home TOTAL !Alen a.,+e. ,... -----~ o, ~~c~,a If more space is needed, use additional sheets of paper of the same size. -1 4, 749 159 100 200 50 1, 500 241 150 84 273 20 2,324 9 REV-1513 EX+ (01.10) ESTATE OF: NUMBER Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE) BENEFICIARIES NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 1 Faye L. Hain 10 Circle Drive, Carlisle, PA 17013 2 Steven Otto Daughter 3670 Carlisle Springs Road, Carlisle, PA 17013 3 Anita Long Grandson 1916 Fry Loop Avenue, Carlisle, PA 17015 4 Maynard L. Long, Jr. Granddaughter 201 Sulphur Spmng Road, Carlisle, PA 17013 5 Cindy L. Willhide Son 1526 Terrace Avenue, Carlisle, PA 17013 6 Khristie Long Granddaughter 317 Zion Road, Mt. Holly Springs, PA 17065 7 Jesse W. Long Granddaughter 1152 Easy Road, Carlisle, PA 17015 8 Brenda L. Long Son 200 Sulphur Spring Road, Carlisle, PA 17013 9 Thelma K. Snyder Daughter 324 Acre Drive, Carlisle, PA 17013 10. Judy Ann Johnston Daughter 52829 200th Street, Moms, MN 56267 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROU GHDIB OF REV-1500 COVER SHEI NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: N/A Taxable Distributions: 11.IRobert F. Otto, Jr., Grandson 41 Wertzville Road, Carlisle, PA 17013 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1 TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET If more space is needed, use additional sheets of paper of the same size. FILE NUMBER: 1-10-0896 AMOUNT OR SHARE OF ESTATE .T, AS APPROPRIATE. 0 r t - - 's ~ _ LAST WILL AND TESTAMENT OF RUTH A, LONG I, RUTH A. LONG, widow, of Middlesex Township (200 Sulphur Springs Road, Carlisle) Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this ar and for my Last Wiil and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executors to pay all• of my just • debts and funeral expenses as soon after my death as may be found convenient to do so. 2. I give, devise and bequeath an amount equal to eight (8%) percent of the gross amount of my estate in equal shares to such of my five daughters as shall survive me by a period of Ninety (90) days, the share any deceased daughter would have received to be paid to her•issue per stirpes and if there be no issue such shares shall lapse and be disposed of as a part of the residue of my estate, My five daughters are Faye L. Stewart, Louise C. Otto, Thelma K. Snyder, Brenda L. Long, and Judy A. Long. 3. If I am still the owner at the time of my death of the tract of land situate in Middlesex Township, Cumberland County, Pennsylvania, containing 24 Acres, 98 perches, more or less, and improved with a dwelling house, said premises being described in deed from William Lee Adams and wife to Maynard L. Long and wife dated May 1, 1962 and recorded May 15, 1962 in the Office • of the- Recorder of Deeds in and for Cumberland County at Carlisle, Pennsyl- vania, inl9eed Book "N", Volume 20, Page 86, together with a 50-feet wide right-of-way excepted a d reserved by me extending from Township Road T-708 throw h the ~d "~ ~ ~ tltl exxppect to g J~-i*~ owned by me/Lwh~~I/cohvey to my son, Maynard L. Long, Jr. and wife, in such event I direct my hereinafter named Executors Page 1 of 3 Pages to give first opportunity to purchase said tract of land containing 24 Acres 98 perches, more or less, to my son, Maynard L. Long, Jr., on such terms as my Executors shall determine with the approval of a majority of my five daughters, provided he shall exercise such ri ht within Nine g ty (90) days from the date the prop d terms and conditions are communicated to him in writing from my Executors, but should he decline or neglect to complete the purchase of same in accordance with such terms, then I direct that my hereinafter named Executors shall proceed to sell the same thereafter free and clear of this right of first privilege to purchase, provided that thereafter my said son, Maynard L. Long, Jr. shall have a right of. first refusal to purchase same on whatever terms and conditions are acceptable to my Executors for the sale of said premises to a third person, provided my son, Maynard L. Long, Jr. shall elect to purchase same on such acceptable terms and conditions within ten days from notification in writing to him to accept or decline to purchase same. 4. All the rest, residue and remainder of my estate, including the proceeds of sale of property mentioned in paragraph #3 above, I give, devise and bequeath in equal shares to such of my eight children as shall survive me by a period of Ninety (90) days, the share any deceased child would have received to pass to such of his or her issue, per stirpes, as shall survive such deceased child by a period of Ninety (90) days. My eight children are the following persons; Faye L. Stewart, Louise C. Otto, LeRoy H. Long, Thelma K. Snyder, Jesse W. Long, Maynard L. Long, Jr., Brenda L. Long, and Judy A. Long. 5. Should any person less than 18 years of age be entitled to distri- bution from my estate, in such event I nominate, constitute and appoint Commonwealth National Bank and its successors, 1 North Hanover Street, Carlisle, Pennsylvania, as guardian of the estate of each such person and authorize and direct it to receive and to invest the same, and to pay the Page 2 of 3 Pages income arising therefrom, together with so much of the principal thereof as in its opinion is necessary or desirable to be expended for the proper maintenance, support and education of such person, to or for the benefit of such person, and upon such person attaining 18 years of age to pay to him or her the then remaining principal together with any undistributed income. s. I hereby nominate, constitute and appoint my three sons, LeRov H. Long, Jesse W. Long, and Maynard L. Long, Jr. , or any of them, as Co-Executors of this my Last Will and Testament and direct. that they shall be paid a commission for their services as Executors in the amount of Five (5%) percent of the gross value of my estate as determined for purposes of Pennsylvania Transfer Inheritance Tax, and I further direct that none of them shall be required to post any bond to secure the faithful performance of his duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last ~(~ill and Testament written on 3 pages this 8th day of April, 1981. Ru A. Long SEAL) Signed, sealed, published, and declared by RUTH A. LONG, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have; hereunto subscribed our names as attesting witnesses. Page 3 of 3 pages Sovereign ~ ~ Santander Court Ordered Processing \ Decedents - MA1-MB3-02-10 - P. O. Boy 841005 -Boston, MA 02284 October 14, 2010 Robert G. Frey Frey & Tiley 5 South Hanover Street Carlisle, PA 17013 RE: Estate of Ruth A. Long Date of Death: 07/29/2010 Dear Robert G. Frey: Per your request, enclosed please find the account information as of the date of deat for the above-named decedent. For your information, accrued interest is not includedh the date of death balance. ,n Please feel free to contact me if I can be of any further assistance. Ve~ truly yours, ~ r ~ --. ~~,r~t Nicole Jo Specialist 617-533-1789 Sovereign Bank ESTATE OF SOCIAL SECURITY #: Ruth A. Long DATE OF DEATH: 197-40-6546 July 29, 2010 Account #: 1674061463 T e: In the name of: Ruth A Long (Thelma Snyder POA)ey Market O en date: P 9/6/2006 Date of Death Balance: Int.(YTD) from $14,658.96 1/1/2010 to 7/23/2010 Accrued interest to date of death: $17.04 Other Info: Account closed on 10/04/2010 for $14,823.59. Account #: 1691016802 T e: In the name of: Ruth A Long yP Checking O en date P Date of Death Balance: lnt.(YTD) from $626.35 1/1/2010 to 7/26/2010 Accrued interest to date of death: Other Info: Account closed on 10/05/2010 for $626.00 Account #: 1675291999 Type: In the name of: Ruth A Long or Thelma K Sn~ Date of Death Balance: Int.(YTD) from 1/1/2010 to _ Accrued interest to date of death: Cither Info: Account closed on 10/05/2010. Account #: 1675292005 Type: _ In the name of: Ruth A Long or Faye L Hain Date of Death Balance: Int.(YTD) from 1/1/2010 to _ Accrued interest to date of death: Other Info: Account closed on 10/07/2010. Account#: 1695214153 In the name of: Ruth A Long or Maynand L Lc Date of Death Balance: Int.(YTD from 1/1/2010 to _ Accrued interest to date of death: Other Info: Account closed on 10/04/2010. 1 /9/1984 CD $10,000.00 6/30/2010 $11.01 CD _ $0.10 -Open date: 8/29/2001 $66.49 Open date: 8/29/2001 1 0,000.00 6/30/2010 $11.01 CD ~- Jr $10, 0000 00 6/ 02/0 13 0 10.19 Page 1 of 2 • $66.49 Open date: 2/10/1986 • 61.54 Sovereign Bank ESTATE OF SOCIAL SECURI YT DATE OF DEATH: i y i-4U-6546 July 29, 2010 Account #: 1695214575 In the name of: Ruth A Long or J sse W Long CD Date of Death Balance: Int.(yTD) from $10,266.12 1/1/2010 to 6/30/2010 Accrued interest to date of death: Other Info: Account closed on 10/04/2010. $10.46 Account#: 1695214583 In the name of: Ruth A Long or Jud PA Johnston CD Date of Death Balance: Int.(yTD) from 1/1/2010 Accrued interest to date of death: Other Info: ~~ 6/30/2010 $63.17 $10.46 Account#: 1695215507 In the name of: Ruth A Long Type CD Date of Death Balance: Account closed prior to death Int.(yTD) from 1 /1 /2010 to 5/11/2010 Accrued interest to date of death: Other Info: Account closed on 05/11/2010 for $10,000 00. Ruth A. Open date: 5/11/2010 X10,266.12 _ Open date: 5/23/1995 .• $63.17 Open date: 5/23/1995 $63.92 Page 2 of 2