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HomeMy WebLinkAbout09-08-111505610143 REV-1500 Ex(°'-'°) OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year Bureau of Individual Taxes DEFA(iTMENT OF fIEVENOE Po Box.28osot INHERITANCE TAX RETURN 21 11 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 174 05 2455 O1 22 2011 06 20 1916 Decedent's Last Name YEINGST (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number Suffix Decedent's First Name IRVA THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW x' 1 Original Return ! 2 Supplemental Return 4. Limited Estate i qa_ Future Interest Compromise -- ~ (date of death after 12-12-82) _ 6 Decedent Died Testate ' ll 7 Decedent Maintained a Living Trust . X_ ~ (Attach Copy of Will) ~_J (Attach Copy of Trust) 9. Lftigation Proceeds Received 1 D_ Spousal Povenyy Credit (date of death `_~ between 72-31-yt and 1-1-95) MI M MI 3, Remainder Return (date of death -~-` prior to 12-13-82) J 5. Federal Estate Tax Return Required __~__ 8 Total Number of Safe Deposit Boxes 11.Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT R I{REITZ ESQUIRE 610 372 5588 First line of address P O BOX 902 Second line of address City or Post Office READING State ZIP Code REGISTER OF ~LLS USE ONLY ~.7 _._ i-d , r-n DATE F~.ED PA 196030902 ~.; ~ .-~. -~~ Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief. it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RE PONSIHLE FOt~ FILING RETURN naTF AoDRttss a Margaret 1. Huffert 111 Olev Furnace Road. Fleetwood. PA 19522 SIGNATURE OF PR PARER OTHER THAN REPRESENTATIVE DATE ~,. ---~-~ .,/~~. `/~~- Robert R. Kreitz, Esquire ~ ,/ c. ~ ~~ ADDRESS P O Box 902, Reading, PA 19603-0902 Side 1 1505610143 1505610143 ~'~, •, ile Number 0135 1505610243 REV-1500 EX Decedents Name. YeillgSt, Irva M. RE CAPITULATION 1. Real Estate (Schedule A) ..................................................................................... .. 1. 2. Stocks and Bonds (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 & Miscellaneous Personal Property (Schedule E) ............. .. 5. 6. Jointly Owned Property (Schedule F) ~~ Separate Billing Requested........... . 6. 7 Inter-Vivos Transfers ~ Miscellaneous N~nq Probate Property (Schedule G) ICJ Separate Billing Requested........... . 7. 8. Total Gross Assets (total Lines 1-7) .................................................................. .. g. 9 Funeral Expenses & Administrative Costs (Schedule H) ...................................... . 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................. . 10. 11 Total Deductions (total Lines 9 & 10) .................................................................. . 11. 12. Net Value of Estate (Line 8 minus Line 11) ......................................................... . 12. 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. 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 16. 17 Amount of Line 14 taxable at sibling rate X .12 17. 18 Amount of Line 14 taxable at collateral rate X .15 18 , 942.67 18. 19. Tax Due ................................................................................................................ . 19. 20 FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Decedent's Social Security Number 174 05 2455 1,439.51 12,920.06 14,724.57 29,084.14 3,149.09 6,992.38 10,141.47 18,942.67 18,942.67 0.00 0.00 0.00 2,841.40 2,841.40 Side 2 1505610243 1505610243 REV-1500 EX Page 3 File Number 21-11-0135 Decedent's Complete Address: UtGtUtN I J NHMt Yeingst, Irva M. - - ---- STREET ADDRESS Sarah A. Todd Memorial Home ' 1000 West South Street - - -- - ----- ~ T ---- -- --- - _- CITY I STATE 'ZIP Carlisle ~ PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 2,841.40 2. Credits/Payments A. Prior Payments 2,137.50 B. Discount 112.50 Total Credits (A + g) (2) 2,250.00 3. Interest (g) 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) 591.40 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: Yes N_o f~ r a. retain the use or income of the property transferred :...................................._........................................ J , x ~ b. retain the right to designate who shall use the property transferred or its income :..............................._ ~' ~ x !I i r~ c. retain a reversiona interest; or ................._.............................................. .................._..................... ~ Lx- d. receive the promise for life of either payments, benefits or carpe?P....y....._... y I I x 2. If death occurred after December 12, 1982, did decedent transfer ro ert within one ear of death without -~ receiving adequate consideration? ................................................................................_............._................... ~ ~x --i ,-_ _. 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... i___; ~ x'~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which -- ~- contains abeneficiary designation? .................................................................................................................. ~ ~x ii IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 January 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 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 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)J. . 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-1503 EX+ t6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Yeingst, Irva M. 21-11-0135 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 12 shares of Centurylink, Inc., common - @ 42.19 42.19 506.28 2 168.1171 shares of Sprint Nextel Corp., common - @ 4.33 4.33 727.95 3 16 shares of Windstream Corp., common - @ 12.83 12.83 205.28 TOTAL (Also enter on Line 2, Recapitulation) 1,439.51 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EX+ (6-981 SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Yeingst, Irva M. 21-11-0135 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 PSERS -Final prorated pension payment 1,418.78 2 United Security Assurance -Custodial care policy #46467 -November 600.00 3 United Security Assurance -Custodial care policy #65741 -November 1,500.00 4 United Security Assurance -Custodial care policy #7222-2100G -November 1.700.00 5 United Security Assurance Policy #46467/2 -Custodial care 765.32 6 United Security Assurance Policy #65741/3 -Custodial care 600.00 7 United Security Assurance Policy #7222-2100G-1630/2 -Custodial care 2,890.07 8 Windstream -Dividend check dated 1-18-2011 4.00 9 M & T Bank Christmas Club Account #25004920117676 140.01 10 Mobile X-ray Imaging -Refund of overpayment 1 83 11 PPL Utilities -Refund on cancelled service 60.10 12 U S Treasury -Refund on 2010 personal income tax returns 1.800.00 13 United Security Assurance -Refund on cancelled Policy #72618 475.00 14 United Security Assurance -Refund on cancelled policy #65741 726.88 15 United Security Assurance -Refund on cancelled Policy #7222-2100G-1630 238.07 TOTAL (Also enter on Line 5, Recapitulation) I 12,920.06 (If more space is needed, additional pages of the same size) copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1 s09 EX+16-98) '{*t `` - SCHEDULE F coMnnoNwEA~TFiDRFENNSVLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Yeingst, Irva M. 1 21-11-0135 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Margaret I. Huffert 111 Oley Furnace Road Niece Fleetwood, PA 19522 g, Barbara L. Huffert 1347 Moss Street Grandniece Reading, PA 19604 C. Jeffrey P. Huffert 125 Oley Furnace Road Grandnephew Fleetwood, PA 19522 JOINTLY OWNED PROPERTY: ITEM NUMBER FOR DINT TENANT MADE JOINT DESCRIPTION OF PROPERTY INUMBDER OR SEMILARNDEN IFY NGINUMIBERAATDTACH D EDOFOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH ALOE OF ASSE % OF DECD'S INTEREST DATE OF DEATH DECEDENT'S INTEREST 1 C 04/14/1990 20 shares of Centurylink, Inc., common 845.40 50.000% 422.70 2 A 07/01/1974 M 8~ T Bank Checking Account #515825 14,359.30 50.000% 7,179.65 3 A 07/01/1974 M 8~ T Bank Checking Account #515825 - 0.04 50.000% 0.02 Accrued interest to date of death 4 B 03/20/1989 M & T Bank Savings Account 12,797.17 50.000% 6,398.59 #15004200915914 5 B 03/20/1989 M 8~ T Bank Savings Account 0.07 50.000% 0.04 #15004200915914 -Accrued interest to date o death 6 C 04/14/1990 273.2009 shares of Sprint Nextel Corp., 1,177.50 50.000% 588.75 common 7 C 07/17/2006 21 shares of Windstream Corp., common 269.64 50.000% 134.82 TOTAL (Also enter on Line 6, Recapitulation) I 14,724.57 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) REV-1151 EX+,,o_os, SCHEDULE H COMMppNWRR~E~ALT~~HEEOFqq~Px NNEENggUUYLVANIA FUNERAL EXPENSES & INH~ESfDEN7DECEDENTRN ADMINISTRATIVE COSTS ESTATE OF I FILE NUMBER Yeingst, Irva M. 21-11-0135 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT N MBER A. FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) 472.19 Street Address City State Zio Year(sl Commission oaid 2_ Attorney's Fees 'Roland Stock LLC 2,250.00 3_ Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationshio of Claimant to Decedent 4 Probate Fees 90.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 336.40 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 3,149.09 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Yeingst, Irva M. 21-11-0135 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex eA nses 1 Hoffman-Roth Funeral Home -Funeral services 472.19 H-A 472.19 Other Administrative Costs 2 Cumberland Law Journal -Publish estate notices 75.00 3 Register of Wills -Short certificates 12.00 4 Register of Wills -Additional fee for Letters 30.00 5 The Sentinal -Publish estate notices 219.40 H-B7 336.40 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE 7Ax RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Yeingst, Irva M. 21-11-0135 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Carlisle HMA Physician Management -Medical service 11-23-2010 10.00 2 George Branscum MD -Medical services 10-12-2010 10.00 3 George Branscum MD -Medical services 11-16-2010 10.00 4 George Branscum MD -Medical services 12-7-2010 8.26 5 George Branscum MD -Medical services 1-21-2011 10.00 6 Millennium Pharmacy Systems, Inc. -Prescription drugs -November, December and January 697.30 7 Outstanding checks on M8.T Bank lifetime checking account #515825 92.54 8 Sarah A. Todd Memorial Home -Nursing home care 5,965.19 9 West Shore EMS -Wheelchair transport 1-20-2011 93.03 10 West Shore EMS -Wheelchair transport 1-20-2011 96.06 TOTAL (Also enter on Line 10, Recapitulation) I 6,992.38 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev- 12-08) REV-1513 EX+(11-08) SCHEDULE J COMMNHERITANCE TAX RETUYRNANIA BENEFICIARIES RESIDENTT DECEDENT ESTATE OF FILE NUMBER Yein st, Irva M. ~ 21-11-01 35 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) ($$5) Do No i t Trustee s i TAXABLE DISTRIBUTIONS [include outright spousal ~ distributions, and transfers under Sec. 9116 a 1.2 Margaret I. Huffert Niece Entire residue 111 Oley Furnace Road pursuant to Fleetwood, PA 19522 Paragraph SECOND of Will Tota I Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 150 0 cover sheet, as a r o 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 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. 1 1-08) LAST WILL AND TESTAMENT f J OF c =~' ~ ~' -" IRVA M. YEINGST ~ ~ ~ ar ~~-~ ~~ vi^ N ~~ ~~ ~ __ -~:, ~ ,_ -- I, Irva M. Yeingst, of Carlisle, Cumberland County, Pennsylv n a, beinaof `u'rn ~ o sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executrix or Executor, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: All the rest, residue and remainder of my estate, be it real, personal or mixed, of whatsoever kind and wheresoever situate, I hereby give, devise and bequeath to my niece, Margaret I. Huffert, of 111 Oley Furnace Road, Fleetwood, Pennsylvania 19522. THIRD: In the event that the said Margaret I. Huffert shall predecease me, I hereby give, devise and bequeath all the rest, residue and remainder of my estate to my grandnephew, Jeffrey P. Huffert, of 125 Oley Furnace Road, Fleetwood, Pennsylvania 19522 and my grandniece, Barbara Lynn Huffert, of 1347 Moss Street, Reading, Pennsylvania 19604, in equal shares. LASTLY: I nominate, constitute and appoint Margaret I. Huffert, to be the Executrix of this my Last Will and Testament. In the event that Margaret I. Huffert, shall be unable to serve as Executrix for any reason, I appoint Jeffrey P. Huffert as Executor. In the event that Jeffrey P. Huffert shall be unable to serve as Executor for any reason, I appoint Barbara Lynn Huffert as Executrix.. No Executor/Executrix shall be required to file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of , 2002. ~l ti r ~ ~ ~ ~ Irva M. Yeingst ' SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: 2 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss I, Irva M. Yeingst, Testatrix, whose name 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 purposes therein expressed. Sworn or,affirmed to anc! a wl. dg d before me, by Irva M. Yeingst ,the Testator, this ;' cjfi day of , 2002. / ,f . Irva M. Yeingst, Testa Ix Nota Public NOTARIAL SEAL RENEE L. fvfL-PP.nY Notary Public Carlisle 8err.~, %urnberland Co., PA My Commission Expires December 13, 2005 3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : ss We, .Tamac n Flr~orPr~ Jr, and Dawn L. Flower , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by James D. Flower, Jr. and Dawn L. Flower thlS 1st 2002. day of July 4 Witness r F('jr~x ~~ 11 SEAL ..r RF?~E~ ~ :'•:{f;ep•~Y ~crary Public Carlise 8~~~: ~„<i~berland Ce., PA My Commiss~ors cxnires December 13, 2005 0 MSTBank 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Phone 888-502-4349 F ax (302)934-2955 February 10, 201 I Roland Stock Attorneys at Law 627 North Fourth Street P O Box 902 Reading, PA 19603-0902 Re: Estate of Uva M Yeingst Social Security: 174-OS-2455 Date of Death: January 22, 201 1 Dear Sir or Madam: Per your inquiry on February 7, 2011, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: I . Type of Accowrt Checking Accowrt Accowrt Number 515825 Du~rterslrip (Names o~ lnja M Yeingst Margaret ! Huffert Opening Date 07/01/74 Balance nn Date of Death $14,359.30 Accnred hrterest $ .04 Total $14,359.34 2. T~~pe of Acrotutt Savings Accotutt Accowrt Nunther 15004200915914 Ox~nerchip (Nantes nf) Barbara L Huffert lrra M Yeingst Operrirtg Date 0320/89 Balance nn Date of Death $/2.797. /7 Accnred huerest $ 07 Total 812.797.24 3. Tine ofAccotutt Chri.ctnuts Gub Accotuu Number 25004920117676 Ownership (Names oj~ /n~a Yeingst Opening Date /0/04/83 Balance ott Date of Death $140.01 Accrued Interest ,~ . p0 Total $140.01 For further account information, closures and/or reimbursement of funds please pl1 the Stonehedge Office at #717-240-4524. We were unable to locate any safe deposit box for the above-mentioned decedent. This letter does not indude any attYiunts in which the decrased may hair been listed as Power of Attorney, ('LLStodian of Uniform Tranders, Kepresentative Payee, or Tnistee under a Written Agreement Sincerely, ~ .r - ~ ~ , ,~Qj, -r C c- ~ ti~rY U ~ -! Tammy Spencer Adjustment Services