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Home My WebLink About08-31-11 _ . _ __ 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 m knowle it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has an k SIGN E OF PERSON RESPONSIBL FOR FILING RETURN y dge and belief, y nowledge. ~ DATE ADDRE Executor ~ 3/~j/ 16 Clouser ad Spur, Mechanicsburg, PA 17055 SIGN RE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS ~, ~~ ~( 44 West Main Street, Mechanicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY City or Post Office _ _ _.._ ... ............... - -- _ State ZIP Code DATE FILED Mechanicsburg _ _ _ __ __ __ _ ' 17055 ..~,' 1505610105 REV-1500 Ex (02-11) (FI) PA Department of Revenue Bureau of Individual Taxes Pennsylvania OFFICIAL USE ONLY DFiApIMENT Of pEVENUE PO BOX 280601 County Code Year File Number INHERITANCE TAX RETURN -- rras ur , PA 1 128-o6oi ENTER DECEDENT INFORMATION BEL ............ .._.. _... RESIDENT DECEDENT 21 11 0644 OW Social Security Number -- -- ------ Date of Death MMDDYYYY _.... _ _.__.. __ Date of Birth _ _ _. _ __. MMDDYYYY _ _. 181 10-1226 _... . 05/21 /2011 _.,._ _. _ Decedent's Last Name . . .. 09/16/1919 . ............_ _ __.. _ MECK Suffix _..... :................ Decedent's First Name .. _..__ __. __ _. _... ... _.._. M RICHARD L _ ...... (If Applicable) Enter Survromg Spouse's Information Below .............. pouse s Last Name -_ _._.._.. ................. ................. -- x Spouse's First Name MI _... _ _. __ Spouse's Social Security Number I i ' _._.. _. THIS RETURN MUST BE FILED IN DUPLICATE ___ __ _ __ FILL I WITH THE REGISTER OF WILLS N APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 4. Limited Estate (~ O 3. Remainder Return (Date of Death Prior to 12-13-82) 4a. Future Interest Com romi d ~ 6. Decedent Died Testate p se ( ate of death after 12-12-82) O 5. Federal Estate Tax Return Required O (Attach Copy of Will) 7. Decedent Maintained a Living Trust 0 ) 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust O 9. Litigation Proceeds Received O . 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under S Between 12 31 CORRESPONDENT - THIS SECTION MUST BE COMPLET N - ec. 9113(A) -91 and 1-1-95) ED. ALL CORRESPONDENCE AN u ame _ ............. _.. _. D CONFIDENTIAL TAX INFORMATION SHOULD BE D R ECTED T0: KEITH O. BRENNEMAN, ESQ - Daytime Telephor~e Number _ ~~ . _._ _ _ .................. . _~~ __ _ (717) 697-8580 ~ r -..,.-, _ ~ ~~, - .~._ -~~ ~._.._ REGISTER:'Q USES LY < '` First Line of Address __ '.. ~_?' ~ t.K.1 ~ r .:. .-,_. -._; ` rfr =^ ____. .........._ .......... .......... _. 44 West Main Street : ~: ~ ... _ . _ . ~ -~ C._..,? - ~ _. __ . _. _.. _ __ ~. ~- .__. ,._ _.. Second Line of Address _ _ , ah , _.. ~_ .. _ •. , _-; - :~ _~ _. ~I .. .. __ ;`~ . ............ . ,,... '~ ~ _ _.. _ __ _ „~ Side 1 1505610105 1505610105 J ,~ tv J 150561D205 REV 1500 EX (FI} Decedent's Social Security Number Decedents Name: RiChal'd L. McCk :181-10-1226 RECAPITULATION 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 and Notes Receivable (Schedule D} ......................... .. 4. . 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 9,050.38 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6 ..._ ................ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G _ O Separate Billing Requested........ 7. Total Gross Assets (total Lines 1 through 7) ............................. 8. 9,050.38 9. Funeral Expenses and Administrative Costs (Schedule H) 9 ................... . 3,337.60 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............... 10. ,.. 25,624 61 11. Total Deductions (total Lines 9 and 10) ......... ........................ ...,. 11. . . ~.._.. .^ 2 ...-62 21 gig 12. Net Value of Estate (Line $ minus Line 11) .. . ...... . . . . . . . .... . .... . . .. .. 12 _. _.,.. LL._.__~ -19 911 83 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which °" `° °° , ._, _._... .... ._w. ---- an election to tax has not been made (Schedule J) ...................... . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 0.00 TAX CALCULATION -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_ 15. 16. Amount of Line 14 taxable '"" . .. at lineal rate X .0 _ 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 19. TAX DUE ......... . ............................................... 19 ..,_ _..... _..._.._ 0.00 . ,.., .. ,. 1;• A v. w _ - 20. FILL tN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT . O 1505610205 Side 2 1505610205 I REV 1500 EX (FI) Page 3 Decedent's Complete Address: Richard Leroy Meck STREET ADDRESS -------------- ciTY `2~~ ~~~~~~n~ Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount -~~- 3. Interest File Number 71.1'1_ 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. STATE A /'/~ (1} Total Credits (A + g) (2} (3} 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (4} (5) Make check payable to: REGISTER OF WILLS AGEN - .~. _ ~ T. 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 No .. b. retain the right to designate who shall erty transferred or its inc ~~~~~~~ use the prop c. retain a reversionary interest ome ............................... ^ ................. ........................... . receive the r ............................................ ^ p omise for life of either payments, benefits or ~ ~~~~~~~~~~~~~~"'"""""""""' 2. If death occurred care ............... ^ .................... 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" or payable-upon-death bank account or security at his or her death? .............. ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which ^ ^ contains a beneficiary designation? ..................................... 0.00 0.00 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPL ETE 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 r is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. ate imposed on the net value of transfers to or for the use of the For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net val surviving spouse [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from fsfers to or for the use of the surviving spouse is 0 ercent filing a tax return are still applicable even if the surviving spouse Is the only beneficia p ax, and the statutory requirements for disclosure of assets and For dates of death on or after July 1, 2000: ry • The fax rate imposed on the net value of transfers from a deceased child 21 years of a e ar ou adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. 9 y nger at death to or for the use of a natural parent, an • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiari ' • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblin s is es Is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. under Section 9102, as an individual who has at least one parent in common with the decedent whe g 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, ther by blood or adoption. ZIP -- 7a ~~S REV-15o8 EX+ (11-io) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE n~. SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY Richard L. Meck Include the proceeds of litigation and the r~atp rtie .,.,.,.__~_ en ...,.__...__ . _. FILE NUMBER 21-11-0644 REV-1511 EX+ (10-09) ~ 1'`' Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RICHARD L. MECK SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS FILE NUM EB R n A I ~ w _ ~ ~ ~ ~ ~ "uti44 ITEM Decedent's debts must be reported on Schedule I . NUMBER A. FUNERAL EXPENSES: DESCRIPTION 1. Meyers-Buhrig Funeral Hom AMOUNT e 526.04 B. ADMINISTRATIVE COSTS: 1• Personal Representative Commissions: Name(s) of Personal Representative(s) Barry A. Meck 750.00 Street Address _ 16 Clouser Road S ur --- _ city _ Mechanicsbur ---- -----_ State A _ _____ _---------._._ _..___ _...___ -- -------_.. zIP 17055 Year(s) Commission Paid: 2011 - ----------------- 2• Attorney Fees: to Snelbaker & Brenneman ~ p , , , 3• Family Exemption: (If decedent's address is not the sa ' 1,000.00 me as claimant s, attach explanation.) Claimant Street Address - __ _ City -____-- ------- - -- -------------......_ _ __ -_...____------__.._. _...__.._..._.------------- State . _ _ _ ZIP Relationship of Claimant to Decedent 4• Probate Fees; to Register of Wills 5• Accountant Fees; reserve for filing fees mi 88.50 sc. expenses b' Tax Return Preparer Fees; 750.00 ~• Advertise Grant of Letters: The Sentinel Advertise Grant of Letters: Cumberland Law Journal 147.06 75.00 TOTAL (Also enter on Line 9, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size. .3.337.60 REV-f 512 EX+ (12-08) ~ ~ pennsyLvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT FCTATC ne SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS RICHARD L. MECK FILE NuMRFQ REV-1513 EX+ (01-10) . ,.~. ~~ ~ ~ pennsytvania DEPARTMEN70FREVENUE ~~~~~~~~ INHERRANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: RICHARD L. MECK NUMBER FILE NUMBER: NAME AND ADDRESS OF PERSON(S) RECEIVING PROPER RELAnONSHIP TO DECEDENT I TAXABLE DISTRIBUTIONS [Include outright spousal di Do Not List Tr t 21-11-0644 AMOUNT OR SHARE us ee(s) stributions and tra Sec. 9116 (a) (1.2).) nsfers under OF ESTATE 1 ~ Richard L. Meck, Jr. Son 610 Chestnut Grove Road, Dillsburg, PA 17019 1/3 of residue 2. Donald L. Meck, Sr. Son 136 Simmons Road, Mechanicsburg, PA 17055 1/3 of residue 3. Barry A. Meck Son 16 Clouser Road Spur, Mechanicsburg, PA 17055 1/3 of residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON II LINES 15 THROUGH 18 OF REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS AS A , PP A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHI ROP RIATE. CH AN ELECTION TOT 1 ~ AX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRI BUTIONS ON LINE 13 O F REV-1500 COVER SHEET. If more space is needed, use additional sheets of $ paper of the same size. ~~s# ~V1i11 Mna C es#FCntent OF R. 1.6ROY HBCR I ~. R • LF~~Y ~~~ o f Ha Penns ... mpden Township Cumberlan ylvania, being of sou ~ -. .- .. d Count nd and disposin Y, understanding, do - g mend, memory acid ~ .._. -_ .. __. __ _ hereby make publish an . ~1i11 and Testament d declare this hereby revokin my Fast prior Wills g and making void any and by me at any time hereto all fore made. 1. I direct the payment of all my just debts and fu expenses as soon after m d neral Y eceaSe as the same can done. ~ conVen1entl Y be 2. I direct that there shat all estate 1 be paid out of my res . - -- inheritance and li 1duarY estate or ~ ~ tre.~e ke taxes together with p~nalt , . on .imposed- by the GoVernme any ixlterest States, or nt of -the --- United -_ . -. _ ... any state or territory the government or reof political subdivis' or by any foreign property required to - ion thereof, in respect to be included in m all inheritance Y gross °r like tax _ estate for estate, purposes by any of such. whether the property ass goner nments, p es under this will or o - therwise. 1 t - - 3. All the rest, residue and remain der of my estate, of whatsoever nature and wheresoever situate, I give, devise a bequeath to my wife nd ' ~'~ I• MECK, absolutely and in . fee simple. In the event my wife should prede and bequeath m cease me, I give, devise y entire estate, to my three sons RIC:~IA,RD L. MECR DONALD L. MECK r -, and BARRY A, MECg, in equal shares 5. Lastly, I nominate, constitute a MECR, to be nd appoint my son, BARRY A. Executor of this my Last Will and event h,e should for an Testament. In the y reason be unable to act as such nominate my son ~ I ' RIC'I3ARD L • MECK ~•, to be the Executor place and I further direct that in his no band or other security be required of my personal represents five to guarantee faithful performance of his duties. IN W17'NESS WHEREOF, I have hereu nto set my hand and seal this ~ ~~ day of June, 1998 . ~~=`~~ L.~ro e~k ~ SEAL) '~~ Signed, Sealed, I,EROy MECK as published and declared b presence of and for his Last Will and Testamethe above named R. us who have subscribed our names bent' in the at his request, in his other, presence and in the reto as witnesses, presence of each 2 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } SS File Number 21-11-0644 Personal Representative(s) of the Estate of Richard Leroy Meck deceased, depose(s) and say(s) that the items appearing in the followi and all of the real estate in the Commonwealth of Pennsylvania of said g inventory include all of the personal assets where inventory represents its fair value as of the date of the decedent's Decedent, that the valuation placed opposite each • ver situate Commonwealth of Pennsylvania except that which appears in a me death, and that Decedent owned no real estate oultem of said morandum at the end of this inventory, tside of the I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of ~~c 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) Keith O. Brenneman (~4ddress) Snelbaker & Brenneman, P.C., 44 West Main Street, Mechanicsbur Supreme Court I.D. No.~ 47077 (Telephone) 717-697-8528 ~~ rA 17055 DATE OF DEATH BAST RESIDENCE May 21, 2011 / /' ~f/G4 f!2 /~~~ ~~[~Z ~~~li/C ~,T RS DECEDENT'S SOC. SEC. NO. (•j /V' /°~ /?G,,r',r' 181-10-1226 1. Citizens Bank, checking account No. 6232g FIGURES MUST BE TOTALED 2. Haband purchase refund 69064 3. Commonwealth of Pennsylvania tax refund 7,479.04 21.01 4• Highmark Blue Shield refund 975.00 5. ManorCare refund 242.73 332.60 C7 ~'~ _., .,~ = = rr _ _ ~,;„- ~ ._ F _.,,. _ ~.~ W i ~~ -y_ - - r _ ~_7 (~ 7.._ ~_ ~r ' ~ ~, (Attach additional sheets as needed) NOTE; The Memorandum of real estate outside the Commonwealth of Pennsylvania ma TOTAL: 9,050.38 item, but such figures should not be extended into the total of the Invento y, at the election of the personal representative include the value of each Form RW-09 rev. 10.1.x.06 rY• (See 20 Pa. C.S ~' 3301(b))