HomeMy WebLinkAbout03-14-12 (2)• ~ 1505610143
REV-1 X00 Exro,-,ti,
OFFICIAL USE ONLY
PA Department of Revenue pennaylvania county coos rear File Number
Bureau of Individual Taxes °r'""'"F'"~
Po Box.28o60~ INHERITANCE TAX RETURN 21 _ 11 13 4
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
183 18 1302 09 17 2011 O1 10 1922
Decedent's Last Name Suffix Decedent's First Name MI
STRYKER ESTHER M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
1. Original Retum
4. Limited Estate
g Decedent Died Testate
(Anadt Copy of Will)
^ 9. Litigation Proceeds Received
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
2. Supplemental Retum ~ 3. Remaintler Return (date of death
prior to 72-13-E2)
^ 4a. Future Irrterest Compromise 5. Federal Estate Tax Retum Required
idateordeeutaner z-tz~sz)
^ ~ Ana ~~ of~ni~st)a Living Trust ~ 8. Total Number of Safe Deposit Boxes
^ 10. ~p~9"~~t~?~e5oraeath ^ t t,Electlon to tax under Sec. 9,13(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL
Name
ROB BLEECBER ESQ
First line of address
1205 MANOR DRIVE
Second line of address
SUITE 1205
City or Post Office
MECHANICSBURG
ANO CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Daytime Telephone Numtter~
717 69~ 9808 ~
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REGISTER O~ US~NLY .{ ~
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State ZIP Code
PA 17055
Correapondent'ae-mail address: rbleecher aQpechtlaw.com
Under penalties of perjury, 1 deGare that,l have examined this return, including accompanying scttetlules and statements, and to the bast of my knowledge and belief,
it is Vue, correct and complete. Declaration ~ preparer outer than the personal representative is based on all infom,ation of which preparer has arty knowledge.
SIGNATURE F PERSON RESPONSI6~OR FILI~N `h DATE ~~~ ~/~
~•fta~t,e-rte o`~ , Sharon L Dal•on
ADDRESS
Rob Bleacher Esq.
PA 17055
DATE
Side 1
1505610143 1505610143 ,~,~
REV-1500 EX
°~°^~'$"ate Stryker, Esther M
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 & Notes Receivable (Schedule D) ........................................................ 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5.
6. Jointly Owned Property {Schedule F) ^ Separate Billing Requested.......,.,.. 6.
7. Inter-Vivos Transfers & Miscellaneous t~q Probate Property
{Schedule G) a Separate Billing Requested............ 7.
8 Total G Assets t t l L' 1 7
Decedent's Social Security Number
183 18 1302
6,516.55
rasa (o a mes -) ........................................................... .......... 8. 6 , 516.55
9. Funeral Expenses & Administrative Costs (Schedule H) .............................. ......... 9. 1 , 2 5 9.8 5
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..................... ......... 10.
11. Total Deductions (total Lines 9 & 10) .......................................................... ......... 11. 1 , 2 5 9.85
12. Net Value of Estate (Line 8 minus Line 11) ................................................. ......... t 2. 5 , 2 5 6.7 0
13. Charitable and Governmental BequestsiSec 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, 5 , 2 5 6. 7 0
TAX COMPUTATION -SEE INSTRUGTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2} X .00 15.
16. Amount of Line 14 taxable
at lineal rate X .045 5 , 256.70 16.
17. Amount of Line 74 taxable
at sibling rate X .12 0. 0 0 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0 18.
19. Tax Due ..................................................... ............................................................ . 19.
20. FILL IN THE OVAL IF YOU ARE REliUESTING A REFUND OF AN OVERPAYMENT,
Side 2
1505610243 1505610243
1505610243
0.00
236.55
0.00
0.00
236.55
REV-1500 EX Page 3
Decedent's Complete Address:
Fils Number 21
DECEDENT'S NAME
Stryker, Esther M
STREETADDRESS
120 Filbert Street
CITY
Mechanicsburg STATE
PA ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount 0.00
(1) 236.55
Total Credts (A + B) (2)
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box 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.
Make Check
to: REGISTER
0.00
(3)
(4)
(5> 236.55
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 :............................................................................... ^ x
b. retain the right to designate who shah use the property transferred or its income :..................................
c. retain a reversionary interest; or ............................................................................................................... x
d. receive the promise for life of either payments, benefits or care? ............................................................ x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without ^ ^
receiving adequate consideration? .................................................................................................................... x
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? .................................................................................................................. x
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 January 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 (s) {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 decedeM's lineal beneficiaries is 4.5 percent, except as noted in
72 P.S. §9116 1.2) [72 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)]. A
sibling is c}efined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by bbodd or adoption.
Rev-1508 EX+ JB-saJ
SCHEDULE E
CASH, BANK DEPOSITS, 8 MISC.
PERSONAL PROPERTY
COMMONWFALTNOF GENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT pECEDENT
ESTATE 4F FILE NUMBER
Stryker, Esther M 2~
incwde me proceatls a na~arl~, and ma dais the proeeeds were reeeivad Dy the ablate.
All Property )olnpyowned the right or euMvorship must be tliaelosetl on aehedule F.
to more space is neeaea, atlditlonai pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
. REV-1181EX~(10-081 gCHEDULE N
covar~~~gF e~nriw ADMIN STRATIVE COS S
ESTATE OF o€~ FILE NUMBER
Stryker, Esther M 21
Debts of decedent must tte reported on Schedule 1.
ITEM DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached ~ 370.05
B. I ADMINISTRATIVE COSTS:
1. Personal Representative'sCommissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(s1 Commission paid
2. Anornev~s Fees Pecht & Associates, PC 500.00
3. Family Exemption: {If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. Probate Fees 96.50
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7. Other Administrative Costs 293.30
See continuation schedule(a1 attached
TOTAL (Also enter on line 9, Recapitulation) 1,259.65
Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF (FILE NUMBER
Stryker, Esther M 21
ITEM
NUMBER DESCRIPTION AMOUNT
1 Funeral Ex eases
Trexler Funeral Home
370.05
H-A 370.05
2 Other Administ~tive !ts
Cumberland Law Journal -Estate Legal Advertssment
75.00
3 Register of Wills, Cumberland County -Filing Fee, Inheritance Tax Return and Inventory 30.00
4 Register of Wills, Cumberland County -Filing Fee, Estate Settlement Agreement 20.00
5 The Sentinel -Estate Legal Advertisement 168.30
H-B7 293.30
Copyright (c) 2002 forth software only The Lackner Group, Inc. Form PA-7500 Schedule H (Rev. 6-98)
REVd 5TH E%+ (17-08)
SCHEDULE J
COMM~1 ~Q~~F~$~~{ANIA BENEFICIARIES
ESTATE OF FILE NUMBER
S ker, Esther M 21
NAME AND ADDRESS OF RELATIONSHIP TO
SHARE OF ESTATE
MOUNT OF ESTATE
NUMBER PERSONfSI RECEIVING PROPERTY DECEDENT (Words) ($$$)
I TAXABLE DISTRIBUTIONS [inGude outright spousal
• distnbutions, and transfers
under Sec. 9116 a 1.2
Sharon L Dayton 170258 Daughter One Hundred
4 Westwood Court Percent
Enola, PA
Total
Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 150 0 cover sheet as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR wHIGH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET-,
Copyright (c) 2009 form software only The Lackner Group, inc. Form PA•1500 Schedule J (Rev. 11-OS)
v
ESTHER M. STRYKER
C
1ESTHER M. STRYKER, a resident of Allentown, Lehigh
County, Pennsylvania, being of full age and sound and
disposing mind and memory, hereby make, publish and declare
this to be my Last Will and Testament, and I hereby revoke any
~..~ and all Wills and Codicils by me at any time heretofore made.
~~ FIRST: I direct that all my just debts and funeral
~:;i
expenses be first paid out of my estate.
---.
•~
SECOND: After the payment of my just debts and funeral
};~. expenses, I give, devise, and bequeath all my estate, real,
'~~
~,
`~1 personal and mixed of every kind and nature whatsoever and
~~ wheresoever situated, to my husband, GIRARD A. STRYKER, JR.,
r~
_~ absolutely and in fee simple.
,~~' THIRD: In the event my husband,: GIRARD A. STRYKER,
-, ,;~
`,
JR., predeceases me or fails to survive me by thirty days, I
' give, devise and bequeath all of my said estate to my
daughter, SHARON LEE DAYTON, of Enola, Pennsylvania, and if my
daughter is not living at the time of my death, her share
shall to her issue per stirpes.
FOURTH: I hereby nominate and appoint my husband,
GIRARD A. STRYKER, JR. to be the Executor of this my Last Will
J
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~~
and Testament, and in the event of the death of my husband
during my lifetime or his incapacity or refusal to act, I
nominate and appoint my daughter, SHARON LEE DAYTON, as
Executrix. I hereby direct that neither of my personal
representatives shall be required to give any band for the
faithful performance of their duties.
FIFTH: In addition to powers given to them by law, my
Executors under this Will shall have the fallowing
discretionary powers applicable to all real and personal
property held by them effective without Court Order and until
actual distribution:
A. To retain any property received by them;
B. To invest in all forms of property without
restrictions to investments authorized for fiduciaries;
C. To operate any business, cause or join in any
incorporation, partnership, recapitalization, merger,
reorganization or voting trust plan; to delegate authority
with respect thereto; to deposit investments under agreements
and pay assessments; and generally to exercise all rights of
investors;
D. To compromise controversies;
E. To exchange or sell for cash, property or credit,
publicly or privately, all real property of which I may be
seized at the time of my death, without liability on the
- 2 -
r
purchasers to see to the application of the consideration, and
to give options far these purposes without obligation to
repudiate them in favor of a higher offer;
F. To hold investments in the name of a nominee;
G. To distribute in CdSh or kind or partly in each at
valuations fixed by them;
H. To assume continuance of the status of any
beneficiary with reference to death, marriage, illness,
divorce, incapacity or other change in the absence of
information deemed to be reliable without liability for
disbursements made on such assumption.
IN WITNESS WHEREOF, I hereunto set my hand and declare
the foregoing instrument to be<<<11tmy Last Will and Testament.
Dated this /-y day of ~~c~. 1993
--- t j~
~',~`rJ ~:~ .~`~~ ~', L.S. ~h
ESTHER M. 5TRYKER
3
~ ~
f
Signed, sealed, published and declared by ESTHER M.
STRYKER, the above named Testatrix, who appears to us to be of
sound and disposing mind and memory, as and for her Last Will
and Testament in our presence, and we, at her request, in her
presence and in the presence of each other, have hereunto
subscribed our names as witnesses this I`ff~ day of
f 1993.
Name
Address
~ `'~ r
l~ ' ,
-.~-
e
COMMONWEALTH OF PENNSYLVANIA }
SS:
COUNTY OF LEHIGH )
I, ESTHER M. STRYKER, the Testatrix whose name is
signed to the attached or foregoing instrument, having been
duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will, and that I
signed it willingly and as my free and voluntary act for the
purposes therein expressed.
"ma'r' ~~ l ~~~C~
ESTHER M. STRYKER
SWORN to and acknowledged before me this ~'~~`
July, 1993.
JANICE H. PARKAS, NoFpf Y F~UpLiG
Atientown, Lehigh County, P~;.
f My Commission Expire;, relay ~, 'i'~9~1
COMMONWEALTH OF P NNE SYL NIA
COUNTY OF LEHIGH
day of
ffp -~ ~°~
~btary Pu is
SS:
}
WE, ~~1~ ~ ~~ ~ : T Vil ~P-t" ~ and ~fl ~~ ~~ LdL~~~~~/ ~
the witnesses~ose names are igned to t e attac e o~
foregoing instrument, being duly qualified according to law,
do depose and say that we were present and saw the Testatrix
sign and execute the instrument as her Last Will; that she
signed willingly and executed it as her free and voluntary act
for purposes therein expressed; that each of us in the hearing
and sight of the Testatrix signed the Will as witnesses; and
that to the best of our knowledge the Testatrix was at that
time 18 or more years of age, of sound mind and under no
cor~s~raint ox undue influence.
~~ ,
1 -~~~---C r j~7 ! ~ ~ l
subscribed before me this
JANICE H. Pig ~~ qy PUBLIC
My ~ ~hiph Couniy~ PA.
Area Nlay 2e, 1984
~~~ day of
4~tary Public '~ ---' -"
July, 1993.
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS Fiie Number 21 - 11- 1340
Sharon L Dayton
Personal Representative(s) of the Estate of Esther M Stryker
deceased, depose(s) and say(s) that the items appearing in the following inventory inGude all of the personal assets wherever
situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation cad opposeseach
item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent o real e;~te
outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end oft entory. Z
1 verify that the statements made in this Inven- ~ ,,~y~,~ ~ ~ J ~y,yr ~ ~~~ ~ ~"
tory are true and correct. 1 understand that false state- ~'r- -.
Sharon L Dayton ~~~ r
ments herein are made subject to the penalties of ~ =-
18 Pa.C,S. § 4904 relating to unswom falsification to --~ ~ - .
authorities. ~T, ~
Attorney - (Name) Rob Bleacher
(Firm)
{Address)
(Telephone)
c~
u+
(Supreme Court 1. D. No.) ~ ~ 5 ~ a
Pecht 8 Associates, PC __
1205 Manor Drive, MechanicsburgzPA 77055
717-681-8808
DATE OF DEATH I lAS7 RESIDENCE 120 Flibert Street DECEDENTS SOC. SEC. NO.
09/17/2011 Mechanicsburif. PA 17055 183-18-1302
~ FIGURES MUST BE TOTALED
Personal Prousrtv
Cash ...............................................................................................
Personal Property ........................................................................
StocksiListed ................................................................................
Stocks/Closely Held .....................................................................
Bonds ............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable ...............................................
Ali Other Property ........................................................................
Total Personal Property ........................................
Total Real Property ................................................
Total Personal and Reai Property ........................
6,516.55
6,516.55
NOTE: The Memorandum of real estate ou~itle the Commonwealth of Pennsylvania may at the elecGOn of the personal represerdative inGude the value of each
item, but such figures stwuW not be eMended into the total of the Inventory. (See DLO Pa. C.S. § 3301(bp
Form RW-09 Rev. rats2oo5