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HomeMy WebLinkAbout04-18-12 (2)J 1505610105 REV- i ~00 EX (OZ-ii) (FI) ,~j rj enn lvania OFFICIAL USE ONLY PA Department of Revenue PE..A„~.4 ~ Cour~ty Code Year File Number Bureau of Individual Taxes ` ` ~` PO BOx z8o6oi INHERITANCE TAX RETURN ~ ~ ~ ~ I Harrisburg, PA 1'7128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Decedent's Last Name Suffix Decedent's First Name MI Crider ' ' ' Neda ' M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Nam<~ MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW QD 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) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 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 under 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 DIRECTED TO: Name Daytime Telephone Number John M. Eakin (7117) 766-312 -„ First Line of Address Market Square Building Second Line of Address City or Post C!ffice Mechanicsburg 'EF ILLS USErONLY -D ~~~ ~" rl CG )C'~ ~ 7 ~ l7 ~, G7 - ~ f _ r =~ ~ - , ~Xy ; ~ ^ `~ ~ _ ,t-~ ,1t- -T~ ~ : ~. ~.._ C...? L•~ DATE FILEDt,i; Correspondent's a-mail address: johneakin@COmcast.net Under penalties of perjury, I declare 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 prepan:r other than the personal representative is based on all information of which preparer has any knowledge. SIG R F P ON R S ONSIBLE FOR FILING RETURN DATE 04/10/2012 ADDRESS 598 Range End Road, Dillsburg, PA 17019 SIGNATURE OFy~tEPARER OTHER TH REPRESENTATIVE DATE l/ 1~y'~- 04/10/2012 ADDRESS Market Squ a Building, Mechanicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 76505610105 J 1505610205 REV-1500 EX (FI) Decedent's Social Security Number decedent's Name: Neda M. Crider 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 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-~vos Transfers 8~ Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. i 23,439.98 23,439.98 9. Funeral Expenses and Administrative Costs (Schedule H) ............... .... 9. ', 1, 794.87 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ........... .... 10. 11. Total Deductions (total Lines 9 and 10) ............................. .... 11. 1,794.87 12. Net Value of Estate (Line 8 minus Line 11) .......................... .... 12. 21,645.11 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. 21,645.11 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 _ _. 16. __... . Amount of Line 14 taxable "" at lineal rate x .0 45 ', 21,645.11 ! 16. '. 17. __ Amount of Line 14 taxable ' °° at sibling rate X .12 ' 17. '. 18. Amount of Line 14 taxable at collateral rate X .15 ', 1 g. 19. TAX DUE ....................................................... ..19.'' 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610205 974.03 974.03 O 1505610205 J REV-1500 EX (FI) Page 3 Decedent's Complete Address: File Number DECEDENT'S NAME Neda M. Crider STREET ADDRESS Messiah Village CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 2. Tax Due (Page 2, Line 19) Credits/Payments A. Prior Payments _ B. Discount 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 request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Total Credits (A + 13) (2) (3) (4) {5) 974.03 974.03 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" 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? .................................................................................................................. ...... ^ 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 benefiaaries is 4.5 percent, except as noted in [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)]. 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-i5o8 EX+ (ii-io) ~ pennsylvania SCFIEDVLE E DEPARTMENT OF REVENUE CASH BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Neda M. Crider 21-12-0192 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. If more space is needed, use additional sheets of paper of the same size. A~ ~~t~ZenS' B~I"tk Circle i-888-910-4100 Account Statement PO BOX 7000 ~ Please call us anytime for answers to your ROP-450 questions, account information, current rates Providence RI 02940 or to update your address & phone number.. © OF 3 Beginning October 28, 2011 through November 28, 2011 AT 01 007630 964148 23 A"3DGT Contents ~rllrllr~~lill'llr~~lll~~l~l~ll"'~Illll~lllllrllllll'~~~"I'~~~I Summary Page 1 NEDA M CRIDER Checking Page 2 598 RANGE END RD DILLSBURG PA 17019-1566 Check Images Page 3 Circle Summary _ _ _____ _ us 15 9 2 _- i - - __ Account Account Number Balance Balance NEDA M CRIDER Last Statement TMs Statement Circle Checking DEPOSIT BALANCE XXXXXXX330-4 Checking Circle Checking XXXXXXX330-4 22,536.42 23,337.00 Monthly combined balance to waive monthly fee is Your monthly combined balance this statement period is 5,000.00 23,424.18 n Total Deposit Balance a 23,337.00 (~ l Total Relationshtp Balance 23,337.00 Member FDIC Q Equal Fbusinp Lender REV-1511 EX+ (10-~9) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Neda M. Crider 21-12-0192 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: I' Funeral Luncheon- Messiah Village 643.95 2. Funeral Service 300.00 3. Cocklin Funeral Home, newspaper obituary 185.42 B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year{s) Commission Paid: State ZIP 2• Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant 4. 5. 6. 7. Street Address City State Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees; Register of Wills, filing fees ZIP TOTAL (Also enter on Line 9~, Recapitulation) ; If more space is needed, use additional sheets of paper of the same size. 500.00 135.50 30.00 1, 794.87 REV-1513 EX+ (O1-10) i Pennsylvania ~ SCHEDULE ~ !I ~1~ DEPARTMENT OF REVENUE !~ BENEFICIARIES ]NHERTfANCETAXRETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Neda M. Crider 21-12-0192 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1• Ken E. Crider 6440 Sand Ave., Farmington, NM 87402 Son 1/3 of net residue 2. Sheldon R. Crider 3656 Woodridge Trail, Helena, MT 59602 Son 1/3 of net residue 3. Sally A. Young 598 Range End Road, Dillsburg, PA 17019 Daughter 1/3 of net residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ If more space is needed, use additional sheets of paper of the same size. ~_ CODICIL TO LAST WILL AND TESTAMENT OF NEDA M. CRIDER I, NEDA M. CRIDER, of the Mechanicsburg, County of Cumberland, Pennsylvania, make this Codicil to my Will dated July 3, 1979, which I hereby reaffirm, except as follows: 1. I hereby amend Paragraph I of my said Will to include my daughter, Sally Ann Young, as Co-Executor to serve with my son, Ken Eugene Crider. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of ~,~._,,,.~,~y~ 1995. ! ( SEAL ) Ne M. Crider Signed, sealed, published and declared by the above named NEDA M. CRIDER as and for a Codicil to her last Will, in the .presence of us and each of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. 1 Residing at ~~ ~..t'j~ ~~~~~~.~,~ ~r_~-1~' ) Residing at - ~~~ ~^~, COMMONWEALTH OF PENNSYLVANIA /~ SS. COUNTY OF hyf> L2 I, VEDA M. CRIDER, Testatrix, whose name is signed to the foregoing instrument, having been duly qualified ,according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingsly, and that I signed it as my free and voluntary act for the purposes therein expressed. Ne a M. Crider Subscribed, sworn to and acknowledged before me by NEDA M. CRIDER, the Testatrix, and subscribed and sworn to this ~~day of /~!>d~~,~,C!-"' 1995. NotPublic My Commission Expires NotarialS~al ,-eflrsy A. Ernico. Notary Public Narrisburp, Dauphin County, Hr- ' Commission Ex ins 10,1869is (SEAL) -2- r COMMONWEALTH OF PENNSYLVANIA / / /J SS . COUNTY OF M ~/' 4/! We , J~ ~.~rn / e p and ~4r"b•~C r•r e~. ~H ~'ea , the witnesses, whose names are signed to the attached or foregoing instrument, being first duly qualified according t:o law do depose and say that we were present and saw the Testatri~s:, sign and execute the instrument as her Last Will and Testaatent; that she signed willingly and that she executed it as her free and voluntary act for the 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 eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed t// o//))a''nd subscribed to before me by f/z-7w'~,i /~, ~r'rrj«, , and ~~'GNQ"a ~~ ~rylco this v~~~day of /t~~/C~.6~Gr'` 1995. No`~ar~ Public (SEAL ) Notarial Seal Linda D. D'Elia, Notary Public Harrisburg, Dauphin County - My Commission Expires June 1, 1998 "- Member, Pennsylvania Association of Notaries -3- e LAST WILL AND TESTAMENT OF NEDA M. CRIDER I, NEDA M. CRIDER, presently of the Borough of Mechanics- burg, County of Cumberland, Commonwealth of Pennsylvania, being of sound mind and disposing memory, realizing the uncertainty of this life, but with confidence in God and trust in His San, my Lord and Savior, Jesus Christ, who died for my sins upon the cross, and rose publish again to justify me and give me eternal life, do hereby make, and declare this to be my Last Will and Testament, z^evoking any and all previous Wills and codicils, and hereby will and dispose of all the property which I own at my death in the following manner: I. As Executor of this my Will I name and nominate my husband, Carl C. Crider; if he shall for any reason fail or be unable to serve as Executor, either before or during his service as~ Executor, then I nominate and name my son, Ken Eugene Crider, as Executor. II. I direct that my debts and the expenses of my last illness and funeral shall be paid by my Executor as soon after my decease as may be convenient. III. If my said husband shall survive me for a period of thirty (30) days, I devise and bequeath unto my said husband, outright and absolutely, all the rest, residue and remainder of my estate, real and personal and mixed, including any property over which I may have any power of appointment. IV. If my said husband shall fail to survive' me for the. said period of thirty (30) days, I devise and bequeath all the rest, resi- due and remainder of my estate, real and personal and mixed, inclu- ding any property over which I may have any power of appointment, ~: ~:~ L. `~~~, :. r:,. ( ,.~:~. ; ,. in three equal shares unto my three children, Sally Ann Young, Ken Eugene Crider and Sheldon Ray Crider. V. estate My Executor shall pay out of the residue of my ense of administration all estate taxes, inheritance taxes as an exp and other death taxes of any nature which may be imposed upon or with respect to the following: p,. Any devise, legacy or appointment made in this Will; real or personal property which at my death my said g. Any form of co-ownership. husband and I may own in any life insurance upon my life which may be payable C• Any said child or children. to my said husband or to my D. Any gifts which I have made or may make during my lifetime to my said husband or to my said child or children. In the absolute discretion of my Executor, he may paY such taxes immediately, or may postpone the time of payment of taxes on future or remainder interests until possession accrues to the beneficiaries. VI. I give to my Executor the following powers, in addition owers: to and not in limitation of common law and statutory p A. To retain any property, real or personal which Executor may receive as Executor, even thougho ortio rtoethe total reason of its character, amount; P p ro riate estate or otherwise) would not be considered app p for a fiduciary apart from this provision. g. To sell, exchange, give options upon, partition or otherwise dispose of any property whicl~ Executor may hold from time to time, at public or private sale or otherwise, for cash or other consideration or on credit, and upon such terms and such considerations as Executor shall see fit. C, To invest and reinvest my estate from time to time in real or personal, including securities of any property, orations and investment trusts, domestic and foreign corp bonds, preferred stocks, common stocke (arti~epations,aeven or non-fiduciary), mortgages, mortgage p though such investment (by reason of i.ts character, amount, proportion to the total estate, or otY~erwise) would not be considered appropriate for a fiduciary apart from this provision. ~,'.~~,. _z- ~ Y I %"% ~ i' + r ivid.ing into separate shares or in distrobupa~glyhe D. In d in kind, For same, to divide or d1stributasiExecutor thinks fit. in cash and partly in kind, to value the estate purposes of division or distributlon+ arties. To reasonably and in c~ood faith, and and any part thereof, on all p in kind, such valuation shall be conclusive u racticable, whatever extent divisions asdExecutorlfiYlds pade el my Executor shall, so fa roximat y allocate to the respective beneficiaries aPP or other proportionate amoun~e.of each kind of security property in my esta VII. be required of I direct that no bond or other security act. my said Executor in any jurisdiction in which he may IN WITNESS WHEREOF, I have hereunto set my hand and seal lg~g , to this ]~Iy Last Will and thi s ~_ day of ~~ _<., .,~:, _ , t ewritten ~n three sheets of paper (including witnesses' Testament yP ,. ~ , signatures). __ l'' ., ~' ~ ~- ~ (~'/~~' .. <c..( SEAL ) N DA M. CRIDER lg'7g, NEDA M. CRIDER On the _ day °f oin instrument was the undersi ed, that the foreg_ ~_9 declared unto us, ,. __ ..,. .~ her Last Wl .. .. _; . to the same and to her signa a resent at the same time, and we Will in our presence, we all being p w on the same date, at her requebscribelourenamessascwitnessest e no , presence of each other, hereun o su And each of us declares that he believes this Testatrix to be o sound mind and memory . ~,-; ,-- -- , ,. ~~,..... u~ - r. .~ , Address l ,tr* ~J,/ ~ i ,4.f ~~~ Address - 3 -