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HomeMy WebLinkAbout10-14-11• 1,50561,O1,G'S ®~ Exte~--ilcFn ~ _ PA Department of Revenue Pennsylvania OFFICIAL USE OIJLY (~~1. J' ~~/ Bureau of Individual Taxes "` " °"`"°~` l PO BOX z8o6o1 INHERITANCE TAX RETURN County Code Year File Number Harrisburg, PA 17128-o6oi RESIDEi~T DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death v MMDDY YY Date of Birth i~gMDDYYYY 209-12-6935 10/22/1999 Decedent's Last Name 10,x23/1923 Suffix Decedent's First Name Myers MI Helen (If Applicable) Enter Surviving Spouse's Information Below L Spouse's Last Name Suffix Spouse's First Name Myers MI Mervin Spouse's Social Security Number L 205-09-9177 THIS RETURN MUST BE' FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE OVALS BELOW R~C7BSTES~ ~~ ~~~~`~ C® 1. Original Return O 2, Supplemental P,eturn O 4 Limited Estate O 4a. Future Interest Com romi p O 3. Remainder Return (Date of Death Prior to 12-13-82) C@D 6_ Decedent Died Testate se (date of death after 12-12-g2) O 5. Federal Estate Tax Return Required Attach Co v ( p, of Will) O 9. Litigation Proceeds Re i O 7 Decedent Maintained a Living Tru__=t (Attach Copy of Trust.) -- 8- Total Number of Safe Deposit Boxes ce ved O 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) O 11. aection to Tax under Sec. 9113(A) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFID Name ENTIA L TAX INFORMATION SHOULD BE DIRECTED TO: Ronald E. Johnson, ESq Daytime Telephone Number (717) 243-0123 ` REGISTER OF ? - - - `~~ ' USE ONLXY '~ ~ First Line of Address i ~ r, ~ > - 78 West Pomfret Street ~ ~ ~ -- - ' Second Line of Address _ ~_-' ~~ ,-_ ~- ~~_~ I r City or Post Office ;~ •. - Carlisle ~ State ZIP Code ~__ DATE FILED "' --_~._~ ~~O -~ PA 17013 Correspondent's e-mail address: r~OhnSOn~ a net p Under penalties of perjury- I declare that I have examined this return, including accompanying schedules and statements it is true, correct and complete. Declaration of preparer other th d an (he personal re SI UR F PER R ONSIBLE FOR FILING RETURN , an to the best of my knowledge and belief, presentative is based on all information of which preparer has any knowledge. A DRESS D E `~ /^ /' p~ c/o 78 est Pomfret St et, C rlisle, PA 17013 SI E 0 P E A ROT EPRESENTATIVE ,., ~~__ DATE / 0 78 West Pomfret(,gtreet Carlisle PA 17013 PLEASE lJSE ORIGIA4AL FORM OF~EL'Y Side 1 1,50561,01,05 1,5056],01,05 ( ~~ 1,50561,O~C!5 REV-1500 EX (FI) oeceder~rs Na,„e Helen L. Myers Decedents Social Security Number RECAPITULATION 209-12-6935 1. Real Estate (Schedule A) ......... ..... 2 Stocks and Bonds (Schedule B) .. 1. 0.00 3 Closely Held Corporation. Partnership or Sole-Proprietorship (Schedule C) 2 0.00 4 Mortgages and Notes F;eceivable (Schedule D) 3 0.00 5 Cash, Bank Deposits and Miscellaneous Personal P 4. 0.00 roperty (Schedule E).. ... 5 6 Jointly Owned Property (Schedule F O Separate Billing Pe ue 7 I t t d , 0.00 q s n e er-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) g 0.00 O Separate Billing Requested... . ~ 8 Total Gross Assets (total Lines 1 through 7) . . 0.00 9. Funeral Ex p~nses and Administrative Costs (Schedule H) . 8 0.00 10 Debis of Decedent Mortgage Liabilities and Liens (Schedule I) 9, 0.00 11 Total Deductions (total Lines 9 and 10). 10 0.00 12 Net Value of Estate !Line 8 minus Line 11) i1. 0.00 .. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 12 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) 13. 0.00 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxabl 14. 0.00 e a± the spousal tax rate. or transfers under Sec. 9116 (a)(t2) X .0_ 16. Amount of Line 14 taxable 15 0 00 at lineal rate X 0 0 . 17 Amount of Line 14 taxable 16. 0 00 at sibling rate X 12 . 18 Amount of Line 14 taxable 17. 0 00 at collateral rate X 15 . 19 TAX DUE 1a 0.00 19. 0.00 20 FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYM ENT O Side 2 1,50561,025 1,505610205 REV-?500 EX (FI) Page 3 Decedent's Complete Address: File Number DECEDENT'S NAME Helen L. Myers ------- S?REET ADDP,ESS -- __ - -_ - 432 North Pitt Street CITY ----- -- - ------ -- ____ Carlisle -- - ----- srArE - -----_ Tax Paymentis and Credits: 1 Tax Due (Page 2 Line 191 2 CreditslPayments A. Fnor Payments E~ Discount __ __------------ 0.00 ----------- 0.00 3 Interest Total Credits (A + B 1 2 O ~'. If Line 2 is greater than Line 1 + Line ?, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (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, AGENT PA -------zIP --_ 17013 0.00 0.00 0.00 0.00 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING ,~,N "X" IN THE APPPOPRIATE B 1 Did decedent make a transfer and: LOCK$ es a retain the use or income of the property transferred ................................... . No b retain the right to designate who shall use the property transferred or its incon~ie .~, ...___._. ............ c. retain a reversionary interest ......................................._. _. _ ~] _ d. receive the promise for life of either payments, benefils or care? .................... „ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death rJ without receiving adequate consideration? ......................................................................................................... [J 3 Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death"...... I-I __ - 4 Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ............................................................................._........ _.........._.......... I_ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PA RT 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 t 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 oft he surviving spouse [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 disclosur filing a tax return are still applicable even if the surviving spouse is the only beneficiary. he surviving spouse is 0 percent For dates of death on or after July 1, 2000: e of assets and ® The tax rate impcsed on the net value of :ransfers from a deceased child 21 years of age or younger at death to or for the use of a adoptive parent or a stepparent of the child is 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 beneficiaries is natural parent, an ® The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72tP.S~§9t116(a)('1 3)].[A2s b~n~~s16(a)(1)]. under Section 9102, as an individual who has at least one parent in common with the decedent, ~r~hether by blood or adoption. g defined, Y ~tt~~ X111 ~rtd c~.e,~f~tm.~n:~ of I, HELE2~ L. MYERS, of 432 N. Pitt Street, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, ;nemory and understandin declare this as and for m g, do hereby make, publish and revoking any and all other willsWand codicilsaheretoforebma me. de by FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after m:y death as practically and conveniently may be done. SECvND . I direct that <<~-- a family~s burial plot in accord withlms be interred within my y expressed wishes. THIRD. I authorize m e p funds from my estate, in such amountsrasrmsentaciive to expend representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath an personal property owned by me at the time ofym~~nd all tangible husband, MERVIN L. MYERS, provided he survives~m,~eath unto my days. In the event he fails to survive me b ~" by thirty (30) I give, devise and bequeath all said tan able tlh:irty (30) days, unto my son Charles E. Myers. If CharlesgE, pecsonal property survive me then my estate shall be divided asyfo]~lowslsO:ne-half unto my granddaughter, Tiffany Myers and One-Half unto my daughter, Frances D. Garman. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto m ~- MYERS, provided he survives me b Y hu.~band, MERVIN L. fails to survive me by thirt Y thirty days. In the event he .bequeath all said real estate un~o nays, I give, devise and Charles E. Isyers fails to survive meythen mharles E. Myers. If divided as follows : One-half unto m Y est:a~_e s~,a11 be Myers and One-Half unto m Y granddaught.e~~, Tiffany y daughter, Frances D. German. SIXTH. I give, devise and bequeath all the 7-est, residue and remainder of my estate unto m provided he survives me by thirt Y husband, MERVITi L. MYERS, fails to survive me by thirt Y (30) days. In the event he bequeath all the rest, residue (a~d aemaindeglof~myeestatenanto thenomycestate shallebe dividedrassfollowsrs fails to survive me granddaughter, Tiffany Myers and One-Half un~oemyadaughtermy Frances D. Garman. SEVENTH. I direct that any and all Inheritar.~cE~, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal.c~f my residuary estate. EIGHTH. I hereby nominate, constitute anal appoint my husband, MERVIN L. MYERS as Executor of this m~T Last Will and Testament. In the event of renunciation, deatri, resignation or inability to act for any reason whatsoever of MERVIN L. MYERS, I nominate, constitute and appoint my son CHARLEt; E. MYERS, as Executor of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of CHARLES E. MYERS, I nominate, constitute and appoint my daughter, Frances D. Garman, a:; Executrix of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he may k>e called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executo-~, in h absolute discretion, to retain in ;- is either at public or private sale anyerealmorep~e1LSOnalapaopertyll owned by me at the time of my death. NINTH. If any of my grandchildren, beneficiaries of this, my Last Will and Testament, shall be under the a.ge of twenty-five (25) years at the time of my death, then any portion of my estate in which they share shall be held in trust for them with CHARLES E. MYERS, Carlisle, Pennsylvania as Trustee. The trusteeship shall end when the child attains the age of twenty-five (25) years. As Trustee, CHARLES E., provide for the care and maintenance and educat:ionEof saidl children and shall from time to time use eithez-~,~rincipal or income from the inheritance to provide for the~;e needs. TENTH. T have made, or may from time to tirne make, a written memorandum expressing my desire to give certain items of personal property to specific persons. I ur e mT beneficiaries to respect these wishes. Suchga me~morandumr afd made, shall be stored in conjunction with this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my La t Will and Testament, consisting of two typewritten pages thi~~ day of--~~•~~~ 1996. C~-~' ' ~ ' J~'~--C-~ )- /~ ~ ~ ~~2.-C.r R~ HELEN L . Niy]~ S Signed, sealed, published and declared by thE~ above named Testatrix HELEN L. MYERS as and for her Last Will and Testament, in the presence of us, who, at her request, in hey- sight and presence and in the sight and presence of each otrier, have hereunto subscribed our names as witnesses. / ~ ~ V ',~,~v'~--~ ~•<'~ COMMONWEALTH OF PENNSYLVANIA; COtTNTY OF CUMBERLAND _ ss . I, HELEN L. MYERS, Testatrix whose name i_s signed to the attached or foregoing instrument, having been dial according to law, do hereby acknowled e that I ;.•y qualified executed the instrument as m g ~1gned and willingly; and that I Y Last Will; that I signed it the purposes therein expressdedt as my free and `roluntar y act for Swoz•n or affirmed to and acknowledged before me HELEN L. MYERS this,~~.~day of c ) 1996. -" ..~=~~~ r., ar Public ~"'~~ (SEAL) COMMONWEALTH OF PENNSYLVANIA; COUNTY OF CUMBERLAND _~~~ ~° y~ HELEN L. MY _~1' t- 1-- L'Lrt~-~avGd:f .c.I':w~ ~ P r ~~ ,_ p t ;~ ~ I'._... ~ ..z,:. -,...r. ~ .. :i.;- 1, 6,1(1 ~--~ pK S S . _.._ , r .. x ,. -n, a-A. . H..,-~ C •~\ +, witnesses whose names are si ned to thed MERVIN L. MYERS the instrument, being dul g attached. or foregoing say that we were presentquandfsaw HELENdI,ng to law, the instrument as do depose and her Last Will; that HELENYLRS sign and execute willingly and that HELEN L. MYERS signed voluntar MYERS executed as hear free and us in the hearinr the purposes therein ex g and sight of the Testatpixsseglledhtheewilloas witnesses; and that to the best of was at that time ei our knowled e mind and under no constraint8oror more g ~ the Testatrix years of agl~, of sound undue influence. Sworn or affirmed to and subscrib d before me ~~by i~ ;. MERVI '~` ~~-~'J' and • MYERS this ~r'i ~ witnesses, Ada ~ ~ Y -~f h "r 1996. f ~~ 6 . ~ i` ` 4 ~ /1 ~~ar~% Public ~ .,. ~ , ~ - ~~N~~x ~,~ /~` 1, t- ~ _. .., 5 6 _ fig; i REV i;13 EC+ (O1 10) ~CG"P~S~LV~P~Ic~ DE°A RrMEM1'T Or ~RE`JEN Uc 1NIIFHI iANCE TAX RErURN FESID[NT D[C[DENi SCHEaULE J BENEFICIARIES ESTATE OF: Helen L. Myer NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9'_16 (a) (1.2).] 1• Mervin L. Myers 432 North Pitt Street, Carlisle, PA 17013 NOTE: All assets were jointly owned by the decedent and her husband. This Will was mistakenly probated by the son of the decedent. RELATIONSHIP "~ 0 DECEDENT Do Not List'"rustee(sl Husband ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV 1500 COVER SHEE?, AS APPROPRIATE. II VON-TAXABLE DISTRIBUTIONS ~~. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. FILE NUMBER: AMOUNT OR SHARE OF ESTATE 100% TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 GIVER SHEET. $ If more space is needed, use additional sheets of paper of the same size.