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Home My WebLink About12-21-11 1 REV-1500 EX (02-11)(FI) 505611185 PA Department of Revenue Bureau of Individual Taxes OFFICIAL USE ONLY Po sox zaosol Harrisburg, PA 17128-0601 INHERITANCE T county code Year ~ RETURN Fite Number ENTER DECEDENT INFORMATION BELOW RESIDENT DECEDENT 2 ~' 11 D 4 4 6 Social Security Number Date of Death 190-16-0458 MMDDYYYY Date of Birth MMDDYYYY Decedent's Last Name 0 3 2 9 2 011, 12141, 9 2 0 ~X~~I MEMINGER Suffix Decedent's First Name (If Applicable) Enter Survivin Spouse's Last Name 9 Spouse's Informatio MI A~~ RUTH HELEN n Below Suffix Spouse's First Name Spouse's Social Security Number MI - _ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE BOXES BELOW REGISTER OF WILDS 1. Original Return ^ ^ 2. Supplemental Return ^ 4. Limited Estate ~ L 3. Remainder Return (Date of Death 4a. Future Interest Compromise (date of Prior to 12-13-82) Ei. Decedent Died Testate ^ death after 12-12-82) ~~ 5. Federal Estate Tax Return Required ^ (Attach Copy of Will) T• Decedent Maintained a Living Trust ~ _ ^ (Attach Copy of Trust.) 8. Total Number of Safe Deposit Boxes G• Litigation Proceeds Received 10. Spousal Poverty Credit (Date of Death CORRESPONDENT - THI$ SECTION MUST BE COMPLETEDegLL CORRESI 91 and 1-1-95) ~~ 1 1 ~ Election to Tax under Sec. 9113(A) Name (Attach Schedule O) PONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD gE DIRECTED TO: RICHARD C• SNELBAKER t~aYtimeTelephoneNumber 71,7-697-8528 -_~ REGISTEI~F~yILLS US~'~NLY First Line of Address ~, ~ ~_ ~? ~ r' --~ -l c7 F ' tTl :'+,;5 Second Line of Address c,~~ ~ ._.. ,, -,. 44 WEST MAIN STREET f~ ~ _ City or Post Office -~7 ~ ' MECHANICSBURG state zlPCode ;..._ '' DATE FILED -- ' `"~ ~, PA 1,7055 Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements a it is true, correct and complete. peclaration of preparer other than the personal representative is based on all information of SIGNATURE OF PERSON RES ONSIBLE F R FILING RETURN ~ nd to the best of my knowledge and belief, ~~ which preparer has any knowledge. ADDRESS ~ DATE DOR S ANN MEMINGER-LEIDICH, ~~~ ~X`~ ~ 2--~ sIG 7-/ RE OF P SPARER OTHER THAN REPRESENTATIVE CO-EXEC ROBERT LEWIS ME:MINGER, CO- '~~~ EXECUTOR ADDRESS DATE RICHARD C• SNELBAKER, /2-~--~~ ESQUIRE l_ Side 1 1505611185 OM46g7 3.000 44 WEST MAIN ,STREET, . FORM ONLY MECHANICSBURG 1505611185 J 15D5611255 REV-1500 EX (FI) ueceaent's Nam RECAPITULATION Decedent's Social Security Number 19 0 -16 - 0 4 5 8 ~N t • Real Estate (Schedule A) • 2• Stocks and B ~ ~ 1 onds (Schedule B) . 0 • D D 3. Closely Held Corporation, Partnership or Sole_Proprietorshi 2 p (Schedule C) 2 D' Q Q D• Q O , 4. Mortgages and Notes Receivable (Schedule D) 3 .... 0.00 .. 5• Cash, Bank Deposits and Miscellaneous Personal Pro 4 perty (Schedule E) 6• Jointly Owned Property (Schedule F) ~ ~ 5. 7 Inte V ^ 0 • D D $ D D 0 0 • r- eB~ling Requested ivos Transfers & Miscellaneous Non -Probate Pro (Schedule G) 6. , 8 ' 9 7 p Separate Billing Requested 8. Total Gross Assgts (tot l 7 D • D D a Lines 1 through 7) ,. 20,DDO.Qo . 9. Funeral Expenses and Administrative Costs (Schedule H), 8 540,008.97 g 10. Debts of Decedent, Mortgage Liabilities, and Liens (Sched l 4,985.90 u e I) " ' 10. 11. Total Deductions (total Lines 9 and 10) . ......... 11 12• Net Value of Estate (Line 8 201.95 minus Line 11) 13. Charitable and Governmental Be u S ~ 18 7 • 8 5 q ests/Sec 9113 Trusts for which • ' an election to tax has not 12. been mad e (schedule J) , , 5 3 4 , 8 21.12 13 14. Net Value SubJect to Tax (Line 12 mi nus Line 13) TAX CALCULATION - SEE INSTRUCTIONS FOR APPLICABLE 14 15. Amount of Line 14 taxabl R 0 • D D 5 e ATES at the spousal tax rate or 34 , 821 • 12 , transfers unt~er Sec, 9116 (a)(1.2) X .0 L! 16• Amount of Line 14 xable D . DD at lineal rate X .0 4 ~ 15. 1 ~. Amount of Line 14 taxable 5 3 4 , 8 21 . ], 2 at sibling rate X D • 0 0 .12 16. 18. Amount of Line 14 taxable Q• D D 2 4, 0 6 6. 9$ at collateral rate X .15 1 ~• 0.OD 0.00 18 19. TAX DUE Q • D D .1s. 20. FILL IN THE BOX IF 24,066.95 YOU ARE REQUESTING A REFUND OF AN OV ERPAYMENT L 1505611255 Side 2 OM4648 3.000 15 0 5 6112 8 5 REV-1500 EX (FI) Page 3 Decedent's Comblete Address: n~r~ File Number 21 11 01446 I ALL~~GINSHIP Tax Payments and Credits; 1 Tax Due (Page 2, Line 19) 2 Credits/Payments A. Prior Payments g. Discount 22, 000.00 1, 0. 3• Interest Total Credits (A + g ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20~ to request a refund. (1) 24 , 066.95 (2) 23,100.00 (3) 0.00 5. If Line 1 + Line 3 is greater thin Line 2, enter the difference. This is the TAX DUE. (4) 0 ~ 0 0 (5) 966.95 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE AP 1 Did decedent make a transfer and: PROPRWTE BLOCKS a. retain the use or income of the property transferred . b. retain the right to designate who shall use the prope ~ Yes No c. retain a reversionary interest rtY transferred or its income d. receive the promise for life of either 2. If death occurred after Dec. 12, 1982, did decedent tralnsferaro' without receiving adequate consideration? . p PertY within one year of death ^ 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 prope wh' ^ ^ 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 , is 3 percent [72 P.S. §9116 a 1.1 O ( ) (i)1 For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers t transfers to or for the use of the 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 filing a tax return are still applicable even if the surviving spouse is the only beneficiary, 0 or for the use of the surviving spouse is 0 percent statutory requirements for disclosure of assets and For dates of death on or after July 1, 2000: • The tax rate imposed on the net valu0 of transfers from a deceased child 21 adoptive parent or a stepparent of the child is 0 percent [72 P.g, Years of age or younger 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 u e1 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 siblings is 12 percen ~ under Section 9102, as an individual wF>IO has at least one parent in common with the decedent, whether b 4 5 percent, except as noted in [72 P. g, §g116 a 1 OOL t [72 I .S. §9116(a)(1.3)]. A sibling is defined, y blood or adoption. OM4677 2.000 REV-1508 EX+(^7.10) i, Pennsylvania DEFARTMENTOF REVENUE INHERITANCE TAX RETURN RESIDENTpECEDENT ESTATE OF: SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Include the FILE NUM All propert •oint~ oceeds of litigation and the date the prods ~~ 21 11 ITEM owned with ri ht of survivorshi ~i~ b ~ 044 6 NUMBER must be disclosed neS hedule F. t~ Bethan DESCRIP710N y-Asbury Communities refund due the decedent 2 Citizens Bank certificate of deposit account #6254107695 3 Citizens Bank certificate of deposit account #6254107512 4 Citizens Bank certificate of deposit account #6140749425 5 Citizens Bank checking account #6215380842 6 Citizens Bank checking account #6215380826 7 Highmark premium refund due the decedent 8 Members 1st Federal Credit Union certificate of deposit #231899-46 9 Members 1st Federal Credit Union certificate of deposit #231899-43 10 Members 1st F ederal Credit Union savings #231899_00 11 PSECU certificate of deposit ending account #59 12 PSECU certificate of deposit ending account #56 13 PSECU certificate of deposit ending account #54 14 PSECU certificate of deposit ending account #53 15 PSECU certificate of deposit ending account #52 Total from continuation schedules , OW46AD 2.000 TOTAL (Also enter on line 5, If more space is needed, use Recap additional sheets of paper of the same size. VALUE AT DATE OF DEATH 2,553.36 22,332.40 25,016.15 27,104.90 1,501.46 59,240.40 479.57 15,023.36 12,049.89 3,305.32 5,009.47 25,084.58 25,023.78 18,017.12 7,023.68 251,243.53 500,008.97 Estate of: Meminger Ruth Helen Schedule E (page 2) Item No. Description 16 PSECU certificate of deposit ending account #51 17 PSECU certificate o~ deposit ending account #50 18 PSECU savings ending account #O1 19 Susquehanna Conference United Methodist a Pennsylvania Conference 3 note Church of the PaYables consisting of following: a• #12928 $10,000.00 face value b #12809 $5,p00.00 face value c• #16064 $10,001.22 face value 20 The Financial Network investment account #5HT-161940 Total (Carry forward to main schedule) 21 11 0446 Value at Dat= of Death 27,091.34 10,033.83 319.73 45,001.22 168,797.41 251,243.53 REV-1510 EX + (OB-09) pennsylVania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN ~ RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY This schedule must be completed and filed if the ~t~t NUMBER 21 11 0446 ~- ITEM DESCRIPTION OF PROPERTY JMBE ~~~ TFEN4MEOFTFETRgNSFEREE, TFEIRRELA710N5{{~ TFE DATE O answer to an Y of que stions 1 through 4 orl page three of the REV-15 pTO DECEDEMgND F TRAfuSFER g7TP~A ~~, OFT FE DEED FOR REAL EST DATE OF DEATH a 00 is Yes. ATE. Lori Meminger VALUE OF ASSET ~o OF D ECD'S INTEREST EXCLUSION gift made within one week of decedent' 13, 000' 00 100. 0000 IF APPLICABLE 3 TABLE VALUE s death ,000.00 10,000.00 2 Robert Memi nget gift made within one week of decedent' 13'000.00 100. 0000 s death 3,000.00 10,000.00 TOTAL (Also enter on line 7, Recapitulation) $ 9W46AF 2.000 If more s pace is needed, use additional sheets of paper of the same size. 0,000.00 REV-1511 EX+'10-09) I _ Pennsylvania ~P~TMENTOFREVENUE SCHEDULE H INHERITANCE TAX RETURN FUNERAL EXPENSES AND RESIDENrpECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER -~ Decedent's debts must be reported on Schedule I. 21 11 044 6 ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION 1. Keath Leidich AMOUNT reimbursement for funeral luncheon 230.00 B. ADMINIS TRATIVE COS ~ TS: Personal Representative Commi ssions: Name(s) of Personal Representative(s) Street Address City State ~- Year(s) Commission Paid: ~- ZIP -~~_ z' Attorney Fees: Snelbaker & Brenneman, p,~, 3 . Family Exemption: (If decedent's address is not the same as cl i ' 3,300 00 a mant s, attach Claimant explanation.) . Street Address City Relationship of Claimant to Decedent State ~_ ZIP -- _~__ a Probate Fees: _ 5. Accountant Fees: ti. Tax Return Prepar F 157.50 er ees; 7. 1 Cumberland Law `rOUrnal advertise Executors Notice 2 Register of Wills short certificate 75.00 Total from continuation schedules , 4.00 1,219.40 swasac z.ooo TOTAL (Also enter on Line 9, If more space is needed, use additional sheets of Recapitulation) $ a p per of the same size. 4 985 . gp Estate of: Meminger Ruth Helen Schedule H 21 11 0446 Part 7 (page 2) 3 The Sentinel advetise E'xecutor's Notice 4 Reserve for filin 219.40 g fees, accountant fees and other miscellanequs costs associated administration of the with the decedent's estate 1,000.00 Total (Carry forward to main schedule) 1,219.40 REV-1512 EX+(12.08) Pennsylvania DEPgRTMENTOF REVENUE RccERI~TFWCE TqX RETURN ESTATE OF SCHEDULEI MOR GAGE OgBIL TEES &TLIENS Memin er Ruth Hel n Report debts incurred' b FILE NUMBER ITEM p 04 4 6 y the decedent prior to death that remained un aid at the date of death, includin 1 11 NUMBER g unreimbursed medical expenses. 1 Continuin DESCRIPTION g Care I2X VALUE AT DATE costs of mediicine OF DEATH 2 H~-pden PhYsicans Association medical services 124.25 77.70 8W46AH 2.000 TOTAL Also enter on Line 10, Re If more space is needed, insert additional sheets of the same size. REV-1513 E~;+(p1.10) II p~ennsylvania DE:PARTMENTOF REVENUE INHERITANCE TqX RETURN ~ REBIDENTpECEDENT STASTA p SCHEDULE J BENEFICIARIES .~~n NAME AND ADDRESS OF PERSON S [ ()RECEIVING PROPERTY RELATIONSHIP TO DECEDENT TAXABLE DISTRIBUTIONS [Indude outright spousal distributions and transfers under Do Not List Trustee(s) Sec. 9116 (a) (1.2).] 1. Lori Meminger 819 Broadwy~y Hanover, PA 17331 LLori Meminger 7Cnventory value: 10,000.00 2 Doris Ann Meminger_I'eidich 5 Woodcrest Drive C~~nestoga, pA 17516 One Half of Residue: 257,410.56 Daughter--in-law Daughter ENTER DOLLAR AMOUNTS ~'OR DISTRIBU110NS SHO I I [[ NON-TAXABLE DISTRIBUTIONS ~ ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVEF: SHEET, AS gppROPRIATE. A. SPOUSAL DISTRIBUT1pNy~ UNDER SECTION 9113 FOR WHICH qN ELECTION TO TqX IS NOT TAK 1. EN. I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TDTAL NON-T swasAi z o0o ARABLE DISTRIBUTIONS ONLINE 13 OF If rrpore space is needed, use additional sheets of a REV-1500 COVER SHEET. P per of the same Size $ FILE NUMBER: AMOUNT OR S Rgli E OF ESTATE 10,000.00 257,410.56 00 Estate of: Meminqer Ruth Helen Item No. Description Schedule J Part 1 (page 2) 3 Robert Lewp.s Meminger 819 Broadway Hanover, P,~ 17331 Robert Mem~nger Inventory Vlalue: 10,000.00 One Half of'Residue: 257,410.56 Son Relation 21 11 0446 Amount 267,410.56 ' LAST W---IL~~:ND TESTAMENT I` R~'H HELE N MEMINGER, oi° the Township of Upper Allen, County og Cumberland and Commonwealth of pe sound and disposin nnsylvania, being of g mind, memor• publish and _~' and understanding, do declare this as make, hereb and for mY Last by me at an king and making void all former wivlls and Testament, Y time heretofore nd codicils made. ! FIRST ----• I order and direct t funeral ex hat all my just penses be debts and paid by mY Exec as utor, Executrix or the case may be, hereinafte Exec utors, _ r named' as soon as conveniently may be done after my decease, SECOND _'----• I give, dev' ise and bequeath all the rest, and remainder of mY Estate, real, residue and wheresoever p'°rsonal and mixed, situated unto whatsoever absolutel in fee mY husband, JOHN ROBERT MEMINGER, Y and simple, if $e survives me. TFIIRD - I f mY husbands JOHN wive me ROBERT MEMINGER, then and in that does not sur- event, I give, devise and entire said estate in equal bequeath my namelya DORIS A shares unto my two (2) children, ~ MEMINGER and ROBERT LEWIS MEMINGER, share and share alike. FOURTH- If ' mY husband, JOHN ROBERT ME survive me, and if MIBTGER, does not mY song ROBERT age or twenty-one (21 LEWIS MEMINGER, is under the years at the constitute time of and mY death, I nominate, aPPoint mY dau M^~TSON a sHE ghter~ DORI:S ANN BAKER the Guardian of a MEMINGER, to be ArroRNErs Ar Vhw nY propert Y which passes under this, Will and Testament, to mY Last mY said son, said Guardian to have the discretionary power to use and disburse income and principal for my said son's maintenance, support and education. LASTLY. I nominate, con:~titute and appoint my husband JOHN ROBERT MEMINGER, to be the Executor of this, my Last Wi11 and Testament, but if for any reason my said husband should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and appoint my two childre DORIS ANN MEMINGER and ROBERT I~EWIS MEMINGER, or such of them as may qualify, to be the Executors or Executor, as the case may be, all to serve without bond. IN WITNESS WHEREOF, Ir RUT:K HELEN MEMINGER, have hereunto set my hand and seal to this, my Last Wi11 and Testament which consists of two (2) typewritten pages to each of which I have affixed my signature this °_ ` day of December, A, D., One Thousand Nine Hundred Sixty-eight (1968). . SEAL) otherTtypewritteng anetrument, consisting of this and one Testatrix, was on he datectherecf1sienedy sealedgnature of lthe declared by RUTH HELEN MEMINGER, the g Published and as and for her Last Will and Testatrix therein named, who, at her re Testament, in the presence of us, quest, in her presence, and in the presence of each other, have subscribed our e ash-tSnesy~,~ hereto. -tr~or.2G~t u MART~ON & $NELBAKER I ATT~RNEVS A7 ~,pyy