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Home My WebLink About10-13-11 (2)I 1505610105 -+ REV-1500 t:x (oz.~~; tF„ PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes ~`~,","`N'U`p °~"°` County Code Year File Number PO BOX z8o6oi INHERITANCE TAX RETURN ~ Y r Harrisburg, PA 1'7128-0601 RESIDENT DECEDENT .-~ ( ~ ~ I ~ p :~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 221-12-7947 06/15/1999 12/21 /1924 Decedent's Last Name Suffix Decedent's First Name MI MESSICK HUGH W (If Applicable) Enter Surviving Spouse's Information Below 5pouse's Last Name Suffix Spouse's First Name MI Messick Betty A Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 185-26-0724 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82} O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust _ 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax undf;r Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIIRECTED TO: Name Daytime Telephone Number Edmund G. Myers, Esq. (717) 761-4540 First Line of Address 301 Market Street Second Line of Address City or Post Office Lemoyne, Correspondent's a-mail address: egm@jdSW.COm State ZIP Code PA 17043 REGISTER OF ~}L:i USE ONLY e C] -.., -°_ : ~ 7 _' ..~ .' `:i~ `_ . -, .._> ~_ , .) DATA f1t~D g---- ~~ _ ~-~ l,' ADDRESS Edmund G. Myers 301 Market Street, Lemoyne, PA 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 SIG RE OF SRS R FILING RETURN DATE ADDRESS Sue A. Quarterson 333 Andersontown Road, Mechanicsburg, PA 17055 SIGN E OFI REPA~R OT ER THAN REPRESENTATIVE DATE ~G'i col i z~~~ t ~~ i~cr Ncnnmes of penury, i aeciare 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 ~) 1505610205 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: 221-12-7947 RECAPITULATION 1. Real Estate (Schedule A) .......................................... ... 1. 2. Stocks and Bonds (Schedule B) .................................... ... 2. 727.38 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. 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. 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 727.38 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ ... 10. 11. Total Deductions (total Lines 9 and 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. 727.38 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 0 727.39 15. 0.00 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. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 REV-1500 EX (FI) Page 3 Decedent's Complete Address: DECEDENTS NAME Hugh W. Messick STREET ADDRESS --- " - -- "---- 17 Hunter Lane _-- --- -"- CITY STATE Camp Hill ~ PA ZIP ~ 17011 File Number Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments _,___ B. Discount 3. Interest Total Credits (A + B) (2) 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) (4) (5) 0.00 0.00 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 No a. retain the use or income of the property transferred .................................................................................. ........ ^ b. retain the right to designate who shall use the property transferred or its income .................................... ........ ^ c. retain a reversionary interest ...................................................................................................................... ........ ^ d. receive the promise for life of either payments, benefits or care? .............................................................. ........ ^ 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? ....... ....... ^ 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 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 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 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)]. • 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(a)(1)j. • 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-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF HUGH W. MESSICK FILE DUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. tit more space is needed, insert additional sheets of the same size) AllianceBernstein f P!!-8ar7Bo083San,;ntar,'a, 7X7827&BD83 ..,. '~,.E F n AT 02 0490~o u35o'OB34'8 A ~~~'3DGT /-i ~ l ~I r '~'ll'~I'1111'11~111~11~~11~~11~~~11"III'llll~~~llll~~~llll~~l~l ~.l v I,~L'~AJ.GSOiY ~. ~nvestmenu J ~lrliV HUGH YV P:IESSICK 17 HUidTER LAPIE CAtAP HILL PA 17011-2403 3 Page 1 of 5 a Ars~unt Stati:meat Periaa January 01, 2011 -MarUh 3'4, Zit i1 J/L'~lilEYh:iOi'lTG0~1ERY5COTTLLC t7c~~lsrlStlgp 20 ERFORD RD STE 315 FL 3 Uran,:h No.: HII LEMOYNE PA 17043-1157 Ad+isor No. tiB25 Advisor Name: yiARTIN M GNROyiST~R ~WS Save a Tree. Ge Paperless. Preserve trees in a few easy steps by choosing paperless statement and cempiia nva material delivery. Simply log into your account at wwvu.alliancehernstein.com(gogreen and update your deliver options on the e-Documents screen. Or call us at 1.800.221.5072. y ~COUnt Fund Name Fandtacceuut Nnmher Shares IdAV Value Beginning Portfolio Balance lmmary #727.30 ALLIANCEBERNSTEIN INTERMEDIATE BON D A 1(WI/389A~ 67.538 $ 10.770 5727.38 Ending Portfolio Balance x727. s8 Irnings Fund Name Interest) Tax-Exempt Short-Term Long-Term Year Immary Dividends Dividends Cap Gain Cap Gain To Date v, ALLIANCEBERNSTEIN INTERMEDIATE BOPJD A 55.99 50.00 $0.00 50.00 $5.99 TotalEaraings 55.99 50.00 50.00 50.00 55.99 utual Fund ALLIANCEBERNSTEININTERAAEDIATEBONDA FnndSymhol: ABOUX ;tlVlty FUND/ACCOUNT PJUMBER 104138943 - Confirm Trade Date Date Transaction DollarAmonnt Shar® Shares This Total of Transaction Price Transaction Shares 01.20 01-20 Income Div Cash $1.47 $0.00 0.000 67.538 02-18 02-18 Income Div Cash 52.47 50.00 0.000 67 538 03-18 03-18 Income Div Cash 52.05 $0.00 0 000 . 67 538 03-31 03-31 50.00 510.77 . 0.000 . 67.538 Your Payment Option Dividends Cap. Gains CASH CASH 7 2 6 049056/000000 REV-151.3 EX+ (01-1D) ~;il Pennsylvania DEPARTMENT OF REVE Nt1E INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ] BENEFICIARIES ESTATE OF: FILE NUMBER: Hugh W. Messick NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RE oTNotSList T~ustee(s~NT AMOOF EOTATE ARE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1• ~ Betty A. Messick II 1 Spouse Entire Estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I$ If more space is needed, use additional sheets of paper of the same size.