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Home My WebLink About12-16-11J 1505610105 REV-1500 °` t°=-"'tom' ~' PA Department of Revenue pennsylvaMa OFFICIAL uSE ONLY Bureau of Indtvidual Taxes "`"'"`"' `"`""'" C°unty Code Year File Numtler POBOx28obo1 INHERITANCE TAX RETURN _ Harrisburg, PA 17128-oboe RESIDENT DECEDENT q2 ~ ~ ( ~ O ENTER DECEDENT MIFORMATION BELOW Socal Severity Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 198-36-3090 07/20/2011 09/10/1918 __ _ . Decedent's Last Name Suffix Decedent's First Name MI _ __ 'Andrews Elizabeth _ __ M (N Applicable) Enter Surviving Spouse's Informallon Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRUITE OVALS BELOW CID 1. Original Return O 4. Limited Estate t~ 6. Decedent Died Testate (Attach Copy of Will) O 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS O 2. Supplemental Retum O 4a. Future Interest Compromise (date of death after 12-12-82) O 7. Decedent Maintained a Living Trust (Attach Copy of Trust.) O 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) O 3. Remainder Retum (Date of Death Prlorto 12-13-82) O 5. Federel Estate Tax Retum Required ~ 8. Total Number of Safe Deposit Boxes O 11. Election to Tax under Sec. 9113(A) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATN)N SHOULD BE DIRECTED TO: Name Daytime Telephone Number Taylor P Andrews, Esq (717) 243-0123 _ 9 First Line of Address ' 78 W Pomfret St Second Line of Address City or Post Office _ .,'Carlisle _ . Correspondents e-mail addross: tpandrewS~pa.net State ZIP Code PA 17013 REGISTER F~S USE O~ 3] ~ -ty ~ C7 17~ _ v,~~ rn '~ ~ .` ~ -n -;rte-~ ~ ~ N DAT~FILED ~ ~ ~, ..r'i ,~ r' rT --r. _:~5 "' - rn ~n r~ Under penaltles of perjury, I declare that I have examined this return, including etx:ompanying schedules and statements, and to the best of my krwwledge and belieT, k is true, correct co late. Declaration of parer other than the personal representative is based on all infonnatbn of vfikh preperer hea arty knovdedge. SIG RS S BLE F ING RN DATE 78 V~jPomfret St, Carlisle, PA 17013 SIG URE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 150561D105 1505610105 J 1505610205 REV-1500 EX (FI) Decedent's SoGal Security Number _. _ .. _....._......... Decedent's Nam.: Elizabeth M Andrews 198-36-3090 RECAPITULATION 1. Real Estate (Schedule A) ........................................... .. 1. 0.00 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 0.00 3. Closely Hekf Corporation, Partnership or Sale-Proprietorship (Schedule C) ... .. 3. z 0.0 _ _.._..........__-- i 4. Mortgages and Notes Receivable (Schedule D) ......................... .. 4. -• 11,193.75 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 58,453.17 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 0.00 j 7. Inter-~vos Transfers b Miscellaneous Non-Probate Property - ---- (Schedule G) O Separate Billing Requested...... .. 7. 0.00 '' 8. Total Gross Assets (total Lines 1 through n Q ao aea c~ i 9. Funeral Expenses and A nisVative Costs (Schedule H) .... ......... 9 ... . 77 10. 9 9 ) Debts of Decedent, Mort a e Liabilities and liens Schedule I ........ . 10 . _ :: -' 59. 2 11. Total Deductions (total Lines 9 and 10) ........................... ...... 11. 7,805.11 12. Nat Value of Estate (Line 8 minus Line 11) ........................ ...... 12. 61,841.81 13. Charitable and Govemmenfal Bequests/Sec 9113 Trusts for which •°°? an election to tax has not been made (Schedule J) .................. ...... 13. 0.00 ' 14. Net Value SubJect to Tax (Line 12 minus Llne 13) .................. _ ._ ...... 14. ____._,.,.___....__--1 61,841.81 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. 0.00 16. Amount of Line 14 taxable i at lineal rate X .0 45 61 841.81 ~ 18 ~ 2,782 88 17. Amount of Line 14 taxable - _ _._.. - .._ .-„........,_._,~ at sibling rate X .12 17. 0.00 ~ 18. Amount of Line 14 taxable _ . _.- -._ _.___ ------- ---.__--~ at collateral rate X .15 18. 0.00 19. TAX OUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505610205 1505610205 2,782.88 O REV-1500 EX (FI) Page 3 Decedent's Complete Address: File Number DECEDENT NAME Elizabeth M Andrews STREETADDRESS 905 Indiana Ave CRY Lemoyne STATE PA ZIP 17043 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments 2,500.00 B. Discount 131.58 3. Interest 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 roqusst a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 2,782.88 Total Credits (A + B) (2) 2,631.58 (4) (5) (3) 0.00 0.00 151.30 Make~ycheck payable to: REGISTER OF WItrLLS, AGENT. .:: ~..,;.. v ....~'~kT~''~L yf~,y*`~*~w~`!:~r ^. l ~'~ .r~,^c~~;~s., :"• t~ =:"z»~.,,:~r rv ~ .,.~t~,'~~ ,~u ~... 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 fob' 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 R AS PART OF THE RETURN. `~ }~X f 64'i tt^ x t„ ~ ~t~, ~"a'P'R k -nr r 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 fw 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 disdosure of assets and filing a fax return are still applicable even 'd the surviving spouse is the only benefidary. 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 decedents lineal beneflcfaries is 4.5 percent, except as noted in (l2 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)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood w adoption. SCHEDULE D MORTGAGES AND NOTES RECEIVABLE ESTATE OF FILE NUMBER Elizabeth M. Andrews 21-11-0834 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER Elizabeth M. Andrews 21-11-0834 Include the proceeds of litigation and the date the proceeds were received by the estate All property jointly-owned with Right of Survivorship must be disclosed on Schedule F ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 Bank Account at PNC Bank #51-4000-1382 checking $51,911.17 2 Tangible Personal Property including jewelry $6,542.00 7 TOTAL (also on line 5, Recapitulation) $58,453.17 PN G Barik For the period 07/07/2017 to 08/03/2011 000093 ELIZABETH M ANDREWS 905 INDIANA AVE LEMOYNE PA 17043-1407 PNCBANK Primary account number: 51-4000-1382 Page 7 of 4 Number of enclosures: 0 for 24-hour banking, and transaction or interest rate information, sign on to PNC Bank Online Banking at pnc.com. 'a For customer service call l-888-PNC-BANK Monday - Friday: 7 AM - 10 PM ET Saturday & Sunday: a AM - 5 PM ET Para servicio en espafiol, 1-866-HOLA-PNC MovinBT Please contact us at 1-868-PNC-BANK ® Wrke to; Customer Service PO Box 609 Pittsburgh PA 15230-9738 V isk us at pnc.com ® TDDterminal:l-800-531-1648 For hearing hnpaired clients only prlOrlty BO PIuS EllzabethMAndrews Interest Chedlong Account Summary Account number. 51-4000-1362 Overdraft Protection has not been established forthis account. Please contact us if you would like to set up this service. Your account is currently Opted-Out of Overdraft Coverage. To learn more, visit us online at pnc.combverdraftsolutions Balanos Summary Beginning Del»sits and Checks and other Ending balance Mher additions deduMions balance 61,075.05 1,491.01 13,878.98 49,192.08 Average monthly Charges balance and roes 55,562.40 .00 transaction Summary Checks paid/ wlthdrewals 6 TMaI ATM trensaMions 0 Cheek Card POS signed transactions 0 PNC Bank ATM transaM(ons 0 Check Card/Bankcartl POS PIN trensaMlons 0 Other Bank ATM transaMlons 0 Interest Summary As of 08p3, a total of $8.40 in interest was Annual Percentage Number of days Average collected Interest Paid paid thi3 year. Yield Earned (APYE) in Interest period balance for APYE this period 0.05% 28 55,562.40 2.09 Aatlrlty Detail Deposits and Other Additions There were 3 Deposits and Other Additions Date Amount Description totaling $7,401.01. 07/08 644.92 Du-act Deposit - Aghps EFT American General Spia000'175 Deposits and Other Additions continued on next page 4 --- - -- -. __ - - PNI"IMI Tm. I(1RQF9n~._Idnl-NNNNNNJ1M.nnn9dd Priority 50 Plus Account Statement For 24-hour information, sign on to PNC Bank Online banking on pnc.oom. Account number: 51-4000-1382 -continued Deposits and Other Additions- continued Date Amount Descri ptlon 08/08 844.00 Direct Deposit - Xxsoc Sec US Treasuty 803 XXXXX4357D 08/03 .2.09 Interest Payment Checks and Substitute Checks Check number Date Reference Amount paid number Check number Amount Date paid Reference number 2305 2806 9,207.88 07/19 ossaisaos 9 80 07/22 os442sos5 2308 ~ 198.50 08/01 088914274 2807 . 3,356.88 OS/Ol oass14Y78 7047 7048 72.89 480.00 07/12 07/11 os4u5s7t os89&5854 " Gap in check sequence Online and ®ectronic Banking Deductions Date Amount Description 07/08 48.03 Web Pmt Single -Online Pmt At&T Long Dis Ckf886441171POS There were 6 checks listed totaling $73,3~SA&. There was 7 Online or Electronic Banking Deduction totaling $4iAS. Davy Balance Detail Data Balance 07/07 61,075.05 07/08 61,671.94 Date Balance Date Balance Date Balance 07/11 61,191.94 07/19 51,911.17 08/01 48,345.99 07/12 61,119.05 07/22 51,901.37 08/08 49,192.08 There's never been a better time to refinance your home. Take advantage ofhistorically low rates and look into your refinancing options with PNC Mortgage. Lower monthly payments, consolidate debt and even free up cash for new projects azound the house. Call us today at 1-866-765-2195, visit us online at www.pnc.com/homes, or drop by a local PNC branch for more information. For tie p.rlor olrio~not ~ ~ osioario» ELIZABETH M ANDREWS Primary account number: 51-4000-1382 Page 2 of 4 PNC is a registered service mark of The PNC Financial Services Group, Inc. ('PNC'). PNC Mortgage is a division of PNC Bank, National Association, a subsidiary of PNC. All loans are provided by PNC Bank, National Association and are subject to credit approval and property appraisal. (c) 2011 The PNC Financial Services Group, Inc. All rights reserved. Terms and conditions of this offer subject to change without notice. SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Elizabeth M. Andrews 21-11-0834 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 1 2 B. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 •al Expenses: k Bitner Funeral Home $3,356.88 g Green Cemetary $1,890.00 Trial Service Expenses $1,855.31 nistrative Costs: tal Representive Commissions $0.00 of Personal Representative(s) Security Number of Personal Representative: Address: State: Zip: ~) commissions paid: Bey fees to Andrews & Johnson $0.00 ~ Exemption $0.00 ant Abigail Tierney 905 Indiana Ave City: Lemoyne State & Zip PA 17043 Relationship of Claimant to Decedent: Daughter Probate Fees to Register of Wills $213.50 Accountant Fees to Patricia Rosendale, CPA Tax Return Preparer's Fees Appraisal Fee $420.00 Bank fees $10.00 ~ 1 U'1'AL (also on line 9, Recapitulation) ~ $7,745.69 SCHEDULEI DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF FILE NUMBER Elizabeth M. Andrews 21-11-0834 ism t poor m remain unpa~ es o e ete o e , me ng unmm m ~ expanses. SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Elizabeth M. Andrews 21-11-0834 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS lioslude outri~d apouml distributions, ud irmis(m mdv Sce. 9116(sX1.2)I 1 Harry E. Andrews Son 1/5 of estate 1045 S. Diamond Rd., Mason, MI 48854 2 William M. Andrews Son 1/5 of estate Box 877, Redway, CA 95560 3 Taylor P. Andrews Son 1/5 of estate 1306 Windsor Court, Carlisle, PA 17013 4 Elizabeth Colestock Daughter 1/5 of estate 201 S. Taylor Ave., #2, Oak Park, IL 60302 5 Abigail Tierney Daughter 1/5 of estate 905 Indiana Ave., Lemoyne, PA 17043 II SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE Charitable and Govemmenul Bequests: 1'V"1'AL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $0 LAST WILL AND TESTAMENT OF ELIZABETH M. ANDREWS I, ELIZABETH M. ANDREWS, of Lemoyne, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any and all wills and codicils heretofore made by me. ITEM I: My personal representative shall pay from the residue of my a a b '6 ,~ _1` W N •rl e r, W ..., .L and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, if any, as set forth in a separate memorandum which I shall place with my Will to the persons therein designated. If I shall leave no separate memorandum, or with regard to my automobile; personal effects, household°go6ds; an~l~~ather tangible personalty of like nature (not including cash or securities) not referenced by such memorandum, I ,bequeath such property and insurance thereon to my children, HARRY E. ANDREWS, WILLIAM M. ANDREWS, JR., TAYLOR P. ANDREWS; ELIZABETH A. COLESTOCK and ABIGAIL A. TIERNEY, to be divided among them by my Executor with due regard for their personal preferences in as nearly equal shares as practical. estate the expenses of my last illness, funeral and burial debts duly allowed against my estate, and all death taxes occasioned by my death and incurred with respect to all property taxed to my estate regardless of whether such property passes by this Will or passes outside of this Will. ITEM II: I bequeath Fny automobile, personal effects, household goods, 2 ITEM III: I direct that my Estate shall honor all the terms of the written 3 v b . ~, w agreement I have made with JOHN J. TIERNEY III and ABIGAIL A. TIERNEY regarding the repayment of the mortgage note reflecting the contribution I originally made into the purchase of 905 Indiana Avenue, Lemoyne, Pennsylvania. I direct that my estate shall forgive all interest payments due from John J. Tierney III and Abigail A. Tierney under the terms of the note until such time as the note shall be due under the terms of our agreement. If my personal representative determines that my estate will have an annual income tax liability as a result of this term of my will, I direct that my personal representative shall retain in my estate sufficient assets to satisfy such liability during the expected term of the obligation. ITEM IV: I devise and bequeath the residue of my estate, of every nature and wherever situate,.to.my issue, per stirpes.. _ . , ITEM V: I appoint my Son, TAYLOR P. ANDREWS, of Carlisle, Pennsylvania, Executor of this my Last Will and Testament. Should my Son fail to qualify or cease to act as Executor, I appoint my Daughter, ABIGAIL, A. TIERNEY of Lemoyne, Pennsylvania, as Executrix of my estate. ITEM VII: I direct that my Executor and his successor shall not be required to give bond for the faithful performance of-their duties in this or any otlier jurisdiction. 3 IN WITNESS WHEREOF, I; ELIZABETH M. ANDREWS; have°hereunto-set my hand and seal to this my Last Will and Testament, consisting of three (3) typewritten pages, each of which bears my signature, this ',~~'~ day of ;,~,:,~ , 1996. ., ~~~t~~t,.t~~~t~..!.t%~c'~u%;~'~' (SEAL) .Elizabeth M. Andrews, Testatrix Signed, sealed, published and declared by the above-named Testatrix, ELIZABETH M. ANDREWS, as and for her East Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each othex, have hereunto subscribed our names as witnesses. ~~ ~~, COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUI6IBERLAND ) SS. WE, ELIZABETH M. ANDREWS, TAYLOR P. ANDREWS, and r ' ~~7~~,'c:':= ~~ w~~f/6•cc~=. ,the Testatrix and witnesses, respectively, whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as and for. her Last Will and Testament and that she signed willingly and that she- executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~-~ , Elizabeth M. Andrews. Testatrix ~` P. Andrews, Witness '~ / .Witness Subscribed, sworn to and acknowledged before me by ELIZABETH M. ANDREWS, the Testatrix, and subscribed to and sworn or affirmed to before me by TAYLOR P. ;, ANDREWS and r~;1;-,~;;:: ~/ ,~~-- ' '" ~. ,,;~~;°~:~~ ,witnesses, this i f~ `~' day of ` r`~1,:_ , 1996. %` ,!! <,~~~CE~~I/r. :- j. y~,1-~~ 04 (SEAL) Notary Public HoraRlal. s~.l. BRENDA L_. BREk~r kotary Ph:trlic -.-, •~ Csriisie Borough, Cumberland County My Commission fxplrcs Jan. 6, 2400