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HomeMy WebLinkAbout06-24-11Z5C561CZ4~ F~E~f-~€ 5~® Ex ~o,_,o, ~, PA De artmen! of Revenue OFFICIAL USE )NLY p pennsyivania count coae -- Bureau oT individual Taxes oEaaRrmEr~r ov aeveuue -hu'i=F PO 80X28060' INHERITANCE TAX RETURN 21 ~ G _~ Harrisburg. PA i 7128-0501 RESIDENT DECEDENT _ 1 `~ `~ ~ ENTEF; DECEDENT INFORMATION BELOW ~~ -~-- Soc~af ~ec~rr~Ty Number Date of Death Date of Birth i9~ ~4 4129 10 18 201C 04 24 1915 Deced :n*. s _as` Name Suffix Decedents First Name ~. "E=ZS KEI3DSE T?~i ~, (4f App~rcab!e! enter Survivinc Spouse's Information 3eiow ,; S~ aus s Las Name Sufrix Spouse's Firs: Name ~pous ~s t o~~~a Securi?y N,.moer ~=i:_L {R AP?ROPRIATE OVA! S BELOW }~ J~~:p .a. Retur-~ _~. ,, .u testate ' ~: Die i stata n. hi ;,opy .,- .'.I , _ ~a6on Procaeds :e sec TH{S RETURN MUST BE FILED !N DUPL!C:,4""~ `~IJi"Fi T~iE ~~~~~ ~~ QF W~~L~ _~ ~- Supplemental Return qa suture Interest Compromise --~ taate o` oeaF alter 1~-.~-62 ', ~ ue~eaenr r.~araneo a tivinc Trus: ~~ ".Attacr, Cop, „ ?7ust. 10. Spousal Pove~tkC ed t idate of aeatr~. oetween ,~ ,,, ,,, and 1= -g5; ,, Remano-~ ?Aturn ! ~Gte _`aeat^ prior to '- .-, C. 02fa ,_ cx .~Urr RGiiuir~. 0 _ 8_ ~ oral Nl ~` Sate Decor ; .~"._ '~~ ~ '~ ~ ~IecUCn _ Jn~r?- ~8~ _ (A~tacn . ~, _ C:)RR: SPONJENT - THIS SE T?ON MUST BE COMPLETED. ALL GORRES?OND~NC~ ANCJ CONFIDENTIAL TAX INFORMA`lON SHOULii Bc ^uIREE~ Tv: N`;me Daytime Telepi ane Number E~~.F.~LEY ?, GR.1~'F~E 717 24:3 5551 -i;s li to a~ address ~'OC ~' ~:A,N~~.~r2 8°:`REET Seoon i fane ~f address Ci•~y or Pos:+~ffice C:~~F Z 1 S LE State ZIP Code PA 17013 Correspondent's a-mail address: bgrlf'fl@@griffielaV4'.COfti REGISTEF'1~= Wli_LS USE ONL`~ _C~ I - , -i ~- .~__ _ ~1 _7 ~ I ~" i w~ ._y~ ~... t t ._r ~ era- _= ICED --;~ ..- .. , c - =ri a. Jn~ c att o` oerjuh' I dec~a that I have examined this return, Including accompanying schedules and statements. anc to t`i~ s' c` T; knowleda 3~•~~ ~~_=, ~~ .. . U.; „~f .-,": afld COrI"lpete D,.,,a•atlon Of prepafer Othef than the per50nal repfeSentatNe IS based On all IntOrf7latlOf; Of WhIC'i ~rE>r.3rz," has any hTObti i2~P7=. S N _ P` ~=F'SON RESP~ .I P -0R =ICING RETURN .'_.. T- --~_..~..~._ r _ ~~-•~ ~ ~„G~+ Kenneth E_ee Myers ~ ; ,~ ;F_,, --- ______~ Z~,~ North Middleton Road. Carlisle. PA '17Q ~3 ~I:aJs+~*'"`,~~~--~RE=AREE. O_THE'^~. T~igti R=PRESENTATIVE ^--'"-,r_ -__~___..w.~ 2t)0 I•' Hanover Street Side 'i ~~ l~h~~-~ta~~e ~'ax ~e~~r~ Signature of Additional Fiduciaries j ~ST~`I< Gr FiL:= i~UMBER '~ Mye •s, Kenneth S. ~ 2°~ -, ~--1 Z32 Uric e. penalties or" peru~y. i aeclare that !have examined this return, including accompanying schedules an:; sta ements ar~C to the c.as: ~- m~~ cncsv~edge ar,d belies i- is true. correct and complete. Declaration of prepares other than the persona' reor_~st ntathie is osssc on al u~f~ -'na'.i~:~ o'v/hicr, pretia~er has any knowledge. ;ai~rai€art #2 :, ` ~ ` elan- e Betty Jane Spangler R~CId'eSS~] 1:'4 West Hillcrest Drive add -ess~ ..~ ;ity Statg, Z'tp Carlisle, ?A i7Q1~ Nate L,~2`f ~ 1 1 Z5O561L~?43 RE`J-150;; E}: Deceden~ s ~~:a'~ Secs~rty t~; arti er ~~ ,~~~~~ 5 ti~mE Myers. Kennetd't S. 1 ~ 6 ~ ~ ~ 12 ~ RE CAP'TULATION Ra Estate ;Schedu ~- A ..................................................._......_. ...................._ '.. Stocks aria Bonds S~nedule B)........_ .............._._......._.........__._._ .................. . 2. G~sel~; Heic Corporation. Partnership or Sole-Proprietorship (Schedule C)-..__.. 3. M>^caoes ~. Notes receivable (Schedule D :................_........ .................... .. 4. -_ p : ~ - M scellaneous Personal Property (Schedule E;..._.._..... use Bank Ue osis i~ 5. ~-=s ; ~'~'-6} ,-, ~~ _~ ~ Jc,r~:v Owned Prcperi~ ~'Scheduie Fj ',~ Separate Billing Requested............ 6. - irate -Vivos -ransters ~ Miscellaneous NQe-Probate Property (5cradule G ', Separate Billing Pequested............ To:ai dross Assets (to;a Lines 1-'r;...._ ......................................................_.... , g, ~ ~? 9~'_ i~ ~ 5 r=~-,e-al Expanses ~ kdm!nistrative Costs (Schedule Hj-_ ..............__..............._ ~ , ?4`.? .-. :_ ! is ~~ca o~ Decedent (w,lortaage Liabilities. & Liens (Schedule I; :........................._.. 10. ~- , 4:~~ .`~ 1' Total Deductions (total -Ines 9 & 10 .................._......._._........_. _...._............... 11 ~ ~ ~ t~ . ~•', 9 = ^ Net 4'alue of Estate ;pine S minus Line ,1 :.............._........._.._._ .._.................. 12. ., .. 3 a, ~~ ~^F, Cra~itadle and Govemmentaf BequestslSec 9113 Trus±s for which ar Faectior to tax I~as not peen made (Schedule J;........_........ .._ ..................... i3. ~~ Nei Yaiue Subject b: Tax (Line i2 minus Line 13j.._...__..__ ......................_..... . 14. ~' ~ ~_ ~~ . G~; T< y COMPUTATION - S=E INSTRUCTIONS POR APPLICABLE RATES An,~,unt o. Line 1~ taxable a' ~Fe spousal tax rate. o~- ,ra^srers under Sic .. ~ . 15 ~ .S :w . N~-~~:unt or' Line 1 ~ taxaeie ^ ~ 2 ~ , i 3 5 , 9 5 ' ' 15. ~ ~ E~ .._ ~ a' i,?a rate x - k~,,runt o; Line ~~ taxable S~ ~ G 17 L~ ~` . a° s ofing rate k ''' . . is r"+^~oun; o~` Line '~ taxable ~ ~ ~ 18 ~' ~ ~ . G .;i!ateral rate 1= 1` Tax 7ue...__ __ _ _ ......................................... _................... . 19. .„~ v a r ,. . ~_t _ F;L:_ I' THE OVAL ~F YOU ARE REQUESTING A REF:IND OF Ate OVERPAYMENT. ' r, Side 2 Jeceder*.'s Complete Address: DEC"t DEr" T'S NriME Myers; Kenneth ~. THE ~ DDR St: ~iTY Carlisle '2x, F~~y;ner~ts and. Credits: Ta>.: ~; e l ~aee 2. Line i 9 _ .,~edi'<iPaurrents A ~ ,r Pa~y;nE:nts c 7ra;;ou ~: Fife Number 21-10--1232 __ --- _ - _ STATE CIF Pk` "7i?i:i g;36 ; 2 945.OC ~i5.31 Total Credits (A - _ :. in e-e< .f _ine ? is cr pater than Ling 1 -Line 3. enter the difference. This is the OVEP.PAYMENT. ~heci< box or, Page 2 Line 2G to request a re#und if _i,e i_ n~ 3 is greater char Line 2. enter the difference. This is the TAY. DUE. °9^.i t $~ 1 Q 5 ~V~ake Check Payable ta: REGE~T~r~ ~JF 1nlILLS, A~E~a'° PL =ASE /~tlvSlhi~C~' ~"'tE t=~E_~OVI~iNG QtJESTi~I~iS BY P~ACIIVG IRE "X" ~I'~ F F'ic ~i'~pt ~P'~REfi~ : ~ B_!.,~Ce~. Liid de~eder,- ?;eke a ±ransfer and: Yee lvc. a. retain me usc- or income of the property transterred _.....__........._ .............................___ _ x. -- b. retain the right to designate who shall use the property transferred or its income:._...._ ~_ c retain: ,reversionary interest:. o- ..........................._.__................__........................._. _ _ _..... d. receive t"~e promise for life of either payments.. benefits or care? ................................._.._ .. _ _ I` dean occu~red after December 12. ^982, did deceden: transfer properfty within one year o .,: rd thou' receiving acequate considerration?__ ..........._ .............._....__..................................._.......___._ _ _ _ ? s Did deceoen owr~ an "in trust for" or payable upon death bark account or security at his or her 7„at• % _ , _> Did decedent own an Individual Retirement Accoun*., annuity. or other non-probate property wh;cr contains a beneri;iary designation?..... _...... ...__ ......... ..... .._......... ............. ... ... ___ _ ~ 4F THE Ar;SWEt=. TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND Fitz: ~T AS PAR" 0= ~ r~E RE'uRN. =or dates ,f death on or altar J~~ly 1 1994 and before Jan. 4, 1995. the tax rate imposed on the net value of transfer; -; c~ fcr f,~.e ,~s:: c the si_~, i~.:n spouse ;u ~ percent i'2 P.S. ~3~115 •a! (1.1j (i). =or dates r dea~,~, cn or after .;an~ary 1. 1995. the tax rate imposed on the net value of transfers to or for the use of ,_ survivin, s;: ou is ~ -c=„.,t ?2 !~ ~ ~='~~ 1 ~. 1 ~ 1;j1 The s±atute does not exempt a transfer to a surviving spouse from tax, and the statutor~ <~;~rements `~~ cfsc rs~.~~ ;? asset+ err filir~ ~ tax return aye s*.i!i applicable even c the surviving spouse is the only beneficiary. -or dates ~? dean on or after .taffy 200: The ta; rate rr~posed on th=_ her value of transfers from a deceased child 21 years o` age or younger at deat~ b • ~ ~~- ~ .`~e t.se a' ~ ,t ,. :r~ a.- i~ a~ ad~ptly_ parent or a stepparen*. o` the child is 0 percent ['2 P.S. §9116 la) ;12)j. i he ta; rate ;rnwosed on the ne' value of transfers to er for the use of the decedents lineal beneficiaries is 4.5 pe ~_ ex~ ,. 2 , a„ 2 F S t9' "._ 2 f'2 P FG^ ; ~ (a; (i )1. e -he ta; rate unposed on the ne: •.ralue o° transfers to or for the use of the decedents siblings is 12 percen+ ['2 , ~ ' 6 sit!i~c s d "!rec under Sec ion ~`: u2 as an individual who has a± leas; one parent in common with the deceden: w, etne~ ., .;~ ~ ?, ,~ aor Res-1508 .k+ t(-9E; .,_~'M~^.~t~_,: -+OF °C NNSY'-i-~."dl SCEiED~EE E CASH, BANK DEPJSITS, & MISC. PERS©NALPRJPERTY E~TA'F t)F Itenneth S. FILE IV~JMI3;R 2 ~ -'! G --'P 232 Include the oroceeds o` litigat.on and the c2te the proceeos were received oy the esta[s All property jointly-owned with the right of survivorship must 5e disclosed on schedule P. NUrJIEE~ ~ DESCRIFTI~N ; ~= ~~ - _~ 1 ~ ! Gi'eci<ing ,4ccoun~ No. ?2'{824 ~ ~~.3~2.'~,5 N,>&T dank (Se;~ attao~emen* 1 ~ I I TO-AL (Also enter on Line 5, Recapitulatie~r .:x.822 85 (I? more space is needed. additional pages of the same size] '=.Op;rn ~: !: ~0 := corm Saft~~AarE or,'.r -he Lackner Group, inc. ~or!r -, -1501: S.,r: ~ul< - =,_ ~-9S'. '<-1-11tS EX- '10 ('6' ~~ w1M -'.LTH G= PENN;.`f _VANI^- Ifr='TANCE TAX R=TURN ,,io~N- sF~~o~~N T SE~°iEQ~J~E !~ FUNERa-L EXPENSES & ~ODMINISTRATIVE CE~STS ESTATc ~F s FILE:. N JNISER ~~^_Myers. Kenneth S. ? 2~-'I{ --'12x2 Debts of deceden± must be reported on Schedule I. - -~ DESCRIPTION _~_~ ~ AN)~ ~°'°'._._.____ A., I F'i~fERAL EXPE'~SES: See continuation scheduie(s} attaches! E3 ~:DMEl~IISTRA'iVE COSTS: 1 r"-ersonal Reprasentaiive's Commissions game ^f ?ersona Representatives} 3 *.reet l~cdress _.,?~ State Zic ''earls! ~cm;r?issio~ paid ~,ttornee~~s Fee~~ Griffis 8~ Associates amiiy cxemptior !~` decedents address is not the same as claimant s attach explanation;. Ciaiman~_ Stree~ Acres=_ Ci*,4 Mate Zie Relationsn,;; ~ ~~aimant to Decedent =?7.5'l .5~..tl -, .5G ~_..,.~s i i _~ _ ~ TOTAL (Also enter on line 5, Recapitulation: ~ 'G.:."' ~,,,~ °h'': .,, 9 fora softwa ~nP- The Lackner Group. Inc- ~oYr r:,-~50C S' n~:v;:~ ~ I ~:e~ ~-.,~ S~FlE~~J~~ FI FvNERAL EXPENSES RNQ AJNiiNISTRATiVE ~©STS' continues: ES i ~,°E CAF Kenneth S. ~ESCRIpTION FiivE t~{iJMBEr^g 21-:0--1232 G Vr F~nerai Ex~eeZSes ariisie Memorai Service :,~tering Service Fioiir~an RotYs ~unerai home ~ +~ae:or Richarc; Rat. i-E -A J ~.. i 2:>G.9"v 34~. ~1 '?ii.7G ~opy-~-. :~ c .,._ f,r;n softwa~ ~ Tn~ LacknerGroap. Inc. Fc_,,_ = ~-500 Sc~eaui= -.e~ :-~+3. Re,-ts~z e x- i ~ _-osl ,~ S~FIE®~l~E ~' ©EBT~ OF ~E~EJENT, ~ lVOQFcTGAOE ~iABiLIT{ES, & LIENS ,~,~~ti o EtiN~~_,, .~, 'NH I ~T P JP.~ ~~ H e ~ n ~ i EFTA"'E CtF FILE hliaMBER __ Myers, Kenneth ~. 2'I -? a --" 2;;2 _~~~ M F:'port debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed mec~ca~~ ax penses. ~,ur;n,e(~'~ DESCKI°TfON \ t~~ ~ ~1-. __~__T~.-. _ _~ _~___- 1 Ciarernont Nursing Nome anti Rehats Center ~ GOC.~L~ (Sicilie;: care residency r 2 P~arMerica ~.1C~ 3 ~ P=,. Electric lStilities t~•"? Tt3TAL (Also enter on ' ine 1Q, Recapitulat~a 1` = C4~ ?2 _ --_- ._~-~ llf more space is needeti addliional pages 0` the same size) - v ~-F~~- _a:-ri .":. ~~ _. orm scffware o i~. Tne Lacknervroup. fnc. For~, ?~--~5~C- S~r?ec.~iF "._. _-0~~ i ~L" ~C~lE~E>~.E J ~r~r ~n-;a_rr+ ~ Ftrarv ~ v~,!vi~ BENEFICI~FZlES I 'vH PIiAN A7 n TJRN _ SIDEti D C N? - s G$TATF OF ~ FIDE NJMBER _ M ers. Kenneth S. I, 21 -1J--1232 _ NAME AND ADDRESS OF r RELATIONSHIP TO SHARE OF E?T -,`E IANI'JUty~ O~~~± NUMB .R ~ PEP.SON(S~ RECEIVING PROPEP.TY ~ DECEDENT (1Nords ~ ~ Do Not ~ ist Trustee s` --{-~ ~S~` _ ~~ ' ~A~,AB~E DI~~R~BU T IONS [inGude outright spousal ~ ~ I distributions.. and transfers I s` under Sec. 9 i 16(a~~~1.2)~ ~ ! ~~Kenneth Lee Myers ~ Son Fifty percent 241 North Middleton Road arils{e, °~, ~7rJ13 ~ ~ { Betty ,tans Spang{er ; Daughter 'Fifty perce;~i E 12° Vltest Hii{crest drive ~ ; ', Oarlisie, P<, 1713 it ' enter doila ar-ot n*~ ~o~ distributions shop ~ Tcrta~ '. ~~-r "!ON-TA~nB 7'~ ~ !=:IBUTIONS: ~. ire SPOU~A~ D..>TRIBUTIONS UNDER SECTION °113 FOR WHICH AN ELECTION TO TAX iS f~ J- `A/EN CHP,R' T AB_~ AND GOVERNMENTAL CISTRIBU i IONS 1 i _ _ _ _ Tr'`'A' Or' PARS I' - ENTEP. TOTAL NON- T A: AB"_E CISTRIBUTiONS ON LlNE_ i 3 OF REV-1500 CO'JE~'. S-!E~-~'~ ~ ~ _ .,, u~ri3h ~ ~~~. form softw~~e onle~ The Lackner Group. Inc. Farr F~f~-"50u a , ... .~ -.-;~, ~-~~ t ~r' ,~~t ~,1 ~ ~ ~ic1~1 .~n~c {~~Q~.~~;t~n~ ra~t~~ fir,,.. of -c- •. "4'x`3^~~ C~~ °M'~' - . ~, KEi~iti=`.TIi S. MYEP.S, of North Middleton Township, Cumberland ~::ou: ~~-_ rer_.~svlvar.ia, declare this to be my last will and testament and. re~ok~ awl w_ll~ which I have previously made. - -~-e. devise and bequeath my entire estate, real ant ,;e,; ~or.Gl . un*o "`~ ~.~i e; Eleanor K. Myers , absolutely and in fee simrle __ ~~3e shay survive me. iI - _~ r,~~ wife, Eleanor N~. Myers, fails to survive me, aisocse ~~- my estate as hereinafter set forth. =II - ~ ~~ eve and bequeath unto m~~ son, Kenneth Lee Tgyers , the s,., c-= Four ~:'ho::s.ind 04,000.00) Dollars in appreciation of his bui~cir `t:e home ~.. ~,'r_ich I presently reside. .A' - _ive, devise and bequeath all the rest, residue and rertinaer of my e~.va~e, real and personal, unto my two children, ~et?~~ane Spangle- and Kenneth Lee Myers, in equal shares, if living, otherw se ~ her oV his surviving issue per stirpes. - ?.nv ~iuire of my estate which shall become distrihu- tah-E ~o _ miner may- ~e held i.n a savings account, certificate of deposit or : ~.~:_ la_~ securit;~, i_,_ a federally insured banking or savings institu- Lion is t:E name o` tie minor and marked not to be withdrawn until the r_i? or ~_*_tair_s tile- ale. of 18 years . 4I - _ appoint my wife, Eieanar N~i. Myers, as executrix oT -;~.; ~; ". l . for anti- reason she shall fail to qualify or cease tc .pct as _,u~h dui-ink she administration of my estate I appoint my two cl:I_~':r 'n, 3etty Jar.e Spangler and Kenneth Lee D4yers , as substituted eae~`~rs. do bond shall be required of any fiduciary named in this ~~,__i. I?~ l'ulTi~~:SS I~IIEREOF, I have hereunto set my hand and seal t:i~ da,~ of 1381. Sl~~a~.. ~.~~led, pu~~ shed and declared by Kenneth S. Dlyers, testator above aamei as anc_ '_cr his last will and testament, written on one sheet _~f :~~rer, in ot:r presence, who, in his presence, at his request anc it *_'r,e rresence of each other, have hereunto subscribed our names as at`.._>? ins tiiT.ne seg. ,. -~ ATTACHMENTS TO SCHEDULE «E~, i ACCOUNT N+). , ACCOUNT TYPE i 72-824 M8T SELECT 00 0 04319M NM I17 6831 KENNETH S MYERS 2~+1 NORTH MIDDLETON RD CARLISLE PA 17013 STATEMENT PERIOD PAGE' - I _,_ i OCT.16-NOV.16,207.U i Or Diana Fraker Personal Banker pnn-.warden UL Jo Spring ~~~ .,~~ ;~.t .~,. <. !isle, ?F, i?0"~., AC'rC111NT ~IIMMARv HIGH STREET-CARLrS:E BEGINNING BALANCE DEPOSITS & OTHER ADDITIONS CHECKS PAID OTHER SUBTRACTIONS CURRENT ENDING '' INTEREST PDi BALANCE I N0. AMOUNT N0. AMOUNT N0. AMOUNT 23,'12:.85 0 0.00 3 1,381.23 0 _0.00 O.OD 22,541.62 Af'f"f111tJT Af TT\/TTv POSTING DEPOSITS,INTEREST CHECKS & OTHEP DAILY -1 DATE TRANSACTION DESCRIPTION & OTHER ADDITIONS SUBTRACTIONS, ~ BALANCE ~~ ' i0-16-10'BEGINNING BALANCE 523,922.85 ~ '.0-2.7-10!CHECK NUMBER 3252 342._'_ 23,.;g0,3~: j 10-28-10`, CHE~K NUMBER 3250 38 ' ~ '~ 541 b.' ~ L1-G2-10,CHE~K NUMBER 3251 , 1,OOr, t0 ? ' ? 2 X4 64 , _ _. i ;ENDING BALANCE 422 541 6' , . I L-_ _ CHECKS PAID SUMMARY a ;5250 1G-28-;0 38.72 3251 11-02-10 1,000.00 3252 1t)-~7-10 3;2.5' BEGINNIN3 JANUARY 27,2011, THE EXTENDED OVERDRAFT FEE WILL BE REINSTATED FOR M8T CHECP:ING ACCOUNTS. IF YOUR ACCOUNT IS OVERDRAWN, WE WILL CHARGE YOU 510 FOR EVERY 5 BUSINESS DAYS FOR UP TO 4l! BUSINESS DAYS .%'.':TI= YC; °:,; L'S 'LL AiwvriTS vilC~. ~~~4'v MILL ivuT nE CriARGEu if THE UVERURAFT IS SOLELY ATTRIBUTABLE '0 ATM AND =_VERYDAY DEBIT CARD TRANSACTIONS AND YOU HAVE NOT ELECTED TO PERMIT US TO AUTHOF'IZE AND PAY THESE TRANSACTIONS WHEN YOU DO NOT HAVE SUFFICIENT AVAILABLE FUNDS IN YOUR ACCOUNT. REMEMBER, YOU CAN MAKE OR ~HANGE THIS ELECTION AT ANY TIME.