HomeMy WebLinkAbout05-08-121505610140
REV-1500 EX (°'-'°'
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number
PO BOX 280601 2 1 1 1 1 2 6 6
Harrisburg PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
2 0 9 2 2 2 3 2 3 1 1 0 1 2 0 1 1 0 9 1 6 1 9 2 6
Decedent's Last Name Suffix Decedent's First Name MI
M O N R O E R U T H I
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL INAPPROPRIATE OVALS BELOW
^X 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
^X 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
B E N J A M I N J B U T L E R 7 1 7 2 3 6 1 4 8 5
- _- - --
REGISTER OF WILLS USE ONLY ~I
r,,
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r-- f;' s 7
First line of address li C7 r. ~ i~
Cam.' _~ r } ,:`>
Second line of address - " = rz7 ` ~ ' ; ' '
-> Gam, ~ p0 +_ 7
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S U I T E 1 0 1 ~~ ~; :~-~ -_ _
City or Post Office State ZIP Code ______. _ DAiEfILED - -~ = ' i
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L E M O Y N E P A 1 7 0 4 3 .~ ~:'w- ~~ ~
Correspondent's a-mail address: LAWYERS(c~BUTLERLAWFIRM.COM
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 preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG U E OF PERSOI)f'fjESPONSIBLE FOR FILING RETURN DAT
ADDRESS
1007 J NS GROVE ENOLA PA 17025
SIGNATUR OF P PARER O ER THAN REPRE NTATIVE DAT~ /~ O /~ ,Z_~
ADDR
1007 MUMMA ROAD, STE 1D1 LEMOYNE PA 17043
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140 1505610140 J
1505610240
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: RUTH I• M O N R O E 2 0 9 2 2 2 3 2 3
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. 1 4 5 2 0 . 0 8
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. 2 2 0 6 . 9 4
7. Inter-Vivos Transfers & Miscellaneous N
-Probate Property
~
(Schedule G) Separate Billing Requested ..... .. 7. •
8. Total Gross Assets (total Lines 1 through 7) ......................... .. 8. 1 6 7 2 ~ . 0 2
9. Funeral Expenses and Administrative Costs (Schedule H) ........... ..... .. 9. 6 2 9 8 . 5 0
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ...... ..... .. 10. 9 4 3 . 5 8-
11. Total Deductions (total Lines 9 and 10) ........................ ...... . 11. 7 2 4 2 . 0 8
12. Net Value of Estate (Line 8 minus Line 11) ..................... ...... . 12. 9 4 8 4 . 9 4
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............... ...... . 13. 1 8 1 9 . 5 0
14. Net Value Subject to Tax (Line 12 minus Line 13) ............... . ..... . 14. 7 6 6 5 . 4 4
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.o _ 0. 0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate X .0 - 0. 0 0 16. 0. 0 0
17. Amount of Line 14 taxable
at sibling rate X .12 0. 0 0 17. 0. 0 0
18. Amount of Line 14 taxable
at collateral rate x .15 7 6 6 5. 4 4 18. 1 1 4 9. 8 2
19. TAX DUE ............................................... ...... .19. 1 1 4 9. 8 2
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505610240 1505610240
REV-1508 EX+ (11-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
RUTH I. MONROE 21 11 1266
Include the proceeds of litigation and the date the proceeds were received by fhe estate,
All properly jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Discover Card -Refund 1.68
2. Highmark -Refund 155.64
3. ING SmartDesign Flexible Fixed Non-Qualified Annuity -Contract No. 0004049-FF 12 961.84
Beneficiary: Estate of Ruth I. Monroe '
4. American Funds Money Market Fund - A 133.92
5. Socia] Security -October Payment 1,267.00
6. MBC Receiver - No value at date of death
c/o Litai Assets
_ TOTAL (Also enter on Line 5 Recapitulation) I $ 1
If more space ~ needed, Insert addi4onal sheets of paper of the same size
REV-1509 EX+ (01-10)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF: FILE NUMBER:
RUTH I. MONROE 21 11 1266
If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A. M. Rebecca Ensminger 1007 Jenkins Grove Collateral
Enola, PA 17025
B.
C.
JOINTLY-OWNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET o~ OF
DECEDENTS
INTEREST DATE OF DEATH
VALUE OF
DECEDENTS INTEREST
1. A. 4/4/06 Metro Bank -Checking Account No. 0537317794
*net of checks written before death and clearing after death* 205.73
' 50. 102.87
2. A. 4/4/06 Metro Bank -Savings Account No. 0626638514 4,208.14 50. 2,104.07
TOTAL (Also enter on Line 6, Recapitulation) I $
- 2 206 94
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (10-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
tstAlt vF FILE NUMBER
RUTH I. MONROE 21 11 1266
Decedents debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A• FUNERAL EXPENSES:
1. Zimmerman Auer Funeral Home, Inc. 2,329.62
2. Dodson Cemetery 50.00
3. Pastor Bethany Wood 50.00
4. Military Honor Guard 50.00
B.
ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City
Year(s) Commission Paid;
State ZIP
2, Attorney Fees: Butler Law Firm 2,970.00
3. Family Exemption: (If decedents address is not the same as daimanYs, attach explanation.}
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees; includes additional probate of $40.00 127.50
5 Accountant Fees:
6, Tax Return Preparer Fees: 2011 1040 and PA-40; 2011-12 1041 and PA-41 390.00
7. Cumberland Law Journal -Estate Advertising
8.
The Sentinel -Estate Advertising 75.00
9.
Notary Fee 210.78
10
Cumberland County Register of Wills -Filing Fee 5.00
11.
Photocopies 30.00
10.60
TOTAL (Also enter on Line 9, Recapitulation) I $ ~ ,,moo ~~
If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ (12-08)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE(
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
tSrarE of
FILE NUMBER
RUTH I. MONROE 21 11 1266
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION VAOF DEADHTE
1. Country Meadows 811.92
2. (Continuing Care RX ~ 121.66
3. IAzizlchan Internal Medicine Associates I 10.00
TOTAL (Also enter on Line 10, Recapitulation) I $
943
If more space is needed, insert additional sheets of the same size.
REV-1573 EX+ (Ot-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
SCHEDULE J
BENEFICIARIES
RUTH I. MONROE
NUMBER NAME AND ADDRESS.OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [Include outs' ht spousal distributions and transfers under
Sec. 91 t6 (a) (1.2).]
1. Rebecca Ensminger
1007 Jenkins Grove
Enola, PA 17025
FILE NUMBER:
21 11 1266
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Collateral
AMOUNT OR SHARE
OF ESTATE
7,665.44
__ ~ 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. Saint Luke's Christian Church
9233 Shermer Road
Morton Grove, IL 60053
1,819.50
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $
1
If more space Is needed, use addltlonal sheets of paper of the same size.
REGISTER OF WILLS
CUMBERLAND COUNTY
?EIVNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No. 2017- 01266 PA No. 21- 11- 1266
Estate Of : RUTH l MONROE
(First Midd/e, Lastl
a/k/a : RUTH /RENE MONROE
-,
Late Of : HAMPDEN TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No: 209-22-2323
WHEREAS, on the 29th day of November 2011 an instrument dated
June 28th 2006 was admitted to probate as the last will of
RUTH l MONROE
(First Midd/e, Last)
a/k/a RUTH /RENE MONROE
late of HAMPDEN TOWNSH/P, CUMBERLAND County,
who died on the,Ist day of November 2011 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi 11 s in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
REBECCA ENSMINGER
who has duly qualified as EXECUTOR(R/XJ
and has agreed to administer the estate according to law, all of which
fully appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE,
C,4RLlSLE, PEII~NS`~LVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 29th day of November 2011.
egisYer o / s
* *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
LAST WILL AND TESTAMENT
OF
RUTH I. MONROE
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I, RUTH I. MONROE, of Mechanicsburg, Hampden Township, Cumberland County,
Pennsylvania, realizing the uncertainty of this life and with full confidence and trust in my Lord and
Saviour Jesus Christ, in His death for my sins on the cross and in His shed blood as an atonement
for my soul, and knowing by faith in His sacrifice on the cross for me I have eternal life, do hereby
declare this to be my Last Will and revoke any Will or Codicil previously made by me.
ITEM I: It is my express desire and direction that my remains be cremated.
ITEM II: I direct that all taxes, interest or penalties that may be assessed in consequence
of my death, of whatever nature, by whatever jurisdiction imposed, and on whatever property
imposed, shall be paid from my residuary estate as a part of the expense of the administration of my
estate, without apportionment.
ITEM III:
I devise and bequeath all of my estate, of every nature and wherever situate, as
follows:
A. 25% thereof to Saint Luke's Christian Community Church of 9233 Shermer
Road, Morton Grove, Illinois. 60053.
B. 75% thereof to my niece, REBECCA ENSMINGER, now of Enola,
Pennsylvania, provided that she survives me by thirty (30) days. Should my
said niece predecease me or die on or before the thirtieth (30~h) day following
my death, I devise and bequeath her said share of my estate, in equal shares,
to such of my brothers, ABRAHAM LINCOLN MONROE, now of
Shickshinny, Pennsylvania, and FRANK OSCAR MONROE, now of Troy,
Pennsylvania, as are living on the thirty-first (315') day following my death.
In the event that neither of my said brothers is surviving on the thirty-first
(3150 day following my death, I devise and bequeath this said share of my
estate to Saint Luke's Christian Community Church of 9233 Shermer Road,
Morton Grove, Illinois 60053.
ITEM IV: I hereby authorize and empower my Executrix, hereinafter named, to sell any
or all of the real property and personal property which I may own or to which I am entitled at the
time of my death, in the sole discretion of my Executrix, at private or public sale, without an Order
of Court, at such time or times and upon such terms as the said Executrix shall deem appropriate for
the best interests of my estate (or my beneficiaries) thereby converting the same into cash. I further
authorize and empower my said Executrix to execute, acknowledge and deliver all proper writings
and deeds of conveyance and transfer thereof.
2
ITEM V: I appoint my niece, REBECCA ENSMINGER, now of Enola, Pennsylvania,
Executrix of this, my Last Will. Should my said niece fail to qualify or cease to act as Executrix, I
appoint my brother, FRANK OSCAR MONROE, now of Troy, Pennsylvania, Executor of this, my
Last Will.
ITEM VI: I direct that my Executrix or her successor shall not be required to give bond
for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this v' ~ day of
2006.
~ ~ ~~~~' (Seal
RUTH I. MONROE, Testatrix
3
The preceding instrument, consisting of this and three (3) other typewritten pages, identified
by the signature of the Testatrix, RUTH I. MONROE, was on the day and date thereof signed,
published and declared by RUTH I. MONROE, the Testatrix therein named, as and for her last Will,
in the presence of us, who, at her request, in her presence and in the presence of each other, have
subscribed our names as witnesses hereto.
of 3921 _Rauch St.. Harrisburg PA 17109
/"
~ of 237 E. Main St. Apt 2 Mechanicsburg PA 17055
4
COMMONWEALTH OF PENNSYLVANIA ,
ss
COUNTY OF DAUPHIN
I, RUTH I. MONROE, 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.
RUTH I. MONROE, Testatrix
SWORN TO OR AFFIRMED AND ACKNOWLEDGED
BEFORE ME BY THE ABOVE-NAMED TESTATRIX
THIS ~LDAY OF --/l~'.e_ , 2006.
~~~~~~
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarfai Seal
Constance P. &unt, No Public
Susquehanna 71nrp„ Dauphin County
MY Commissbn FJCplres pct, 20, 2009
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
ss
We' ~~ i ~- ~ ~ ~^ f s' ~~ and ~ ~ ~: ` lk. - witnesses whose
names are signed to the attached or 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
free and voluntary act for the purposes therein expressed; that each subscribing witness in the
hearing and sight of the Testatrix signed the Will as a witness; and that to the best of our
knowledge, the Testatrix was at the time eighteen (18) or more yeazs of age, of sound mind and
under no constraint or undue influence.
- ~,
TNESS ~
~.
L L
WITNESS
SWORN TO OR AFFIRMED BEFORE
ME BY THE ABOVE-NAMED
WITNESSES THIS J,_s__~iL~ DAY
2006.
~~~~
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Constance P. Brunt, Notary Public
Susquehanna Twp., Dauphm County
My Commission Expires Oct. 20, 2009
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'1109700'
I III III VIII VIII VIII VIII VIII VIII IIII IIII
i~-IIGHM~fZK.
Date: 11/16/2011
Gross payment amount
Net payment amount
0370773
This Month
155.64
155.64
~~'0370773n' ~;036076~50~: 6 20 54 5 2 58Lu'
ING
ING USA Annuity and Life Insurance Company
P.O. Box 9271
Des Moines, IA 50306-9271
I~~~ill~~~lll~~~~~l~l~l~l~~~ll~~l~l~ll~~~~~l~lll~~~l~~~ll~~l~l
SNGLP
000000001 000000011
Ruth I. Monroe
1007 JENKINS GRV
ENOLA PA 17025-3502
Contract Summa
Contract Number:
initial Guarantee Period:
Contract Date:
Annuitant Name:
Qualified Type:
0004049-FF
1 Year
November 25, 2003
Ruth i. Monroe
Non-Qualified
~oniraa rvumoer: ~uu4u4a-rr
Page 1 of 1
Annual Statement
ING SmartDesign ING Flexible Fixed
Annuity
ANATOLIY SHIR
VISION INVESTMENT SERVICES INC -000
7557 W OAKTON ST
NILES, IL 60714-2805
Phone: (847) 452-4565
Current Contract Year Since Purchase
11/25/2010 -11/2512011 11/25/2003 -11/2512011
Starting Accumulation Value $12,584.31 $10,000.00
Additional Premium Payments $0.00 $0.00
Net Withdrawals ($0.00) ($0.00)
Interest Earned $377.53 $2,961.84
Ending Contract Value $12,961.84 $12,961.84
Cash Surrender Value" $12,961.84 $12,961.84
"Includes surrender charges and a Market Value Adjustment, as applicable. Values shown above may be reduced by state or local
premium taxes paid by the Company. Please refer to your Contract for further details.
Summary of Value(s) as of November 25, 2011
''`----` rate -Guam ~ -
Date Amount
12011 _ $12,961.84
For questions about your statement call our Customer Service Department at 1-800-366-0066. Please review
the information on this statement carefully and report any discrepancies within 30 days of receipt to Customer
Service. Reported values will be considered final after 30 days.
Annuities are issued and/or administered by ING USA Annuity and Life Insurance Company (Des Moines, IA)
and distributed by Directed Services LLC. Both companies are members of the ING family of companies.
~~~.
00013 00001 00001
RUTH I MONROE
1007 JENKINS GRV
ENOLA PA 17025-3502
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Transactions
Your financial adviser
AXA ADVISORS, LLC
2090 LINGLESTOWN RD STE 105
HARRISBURG PA 17110-9428
Rep name JAROCH ADAM
......-AMERICAN FUIVDS~M0111EY MARKET-FUND-A'----•-=-----•----•---• ....................................................................................................:...............................................
Fund number 59
Account number 81646397
Dividends (reinvest) and capital gains (reinvest) Sharesrh;s
Trade date Description .Do/laramount Share price transaction Share balance
- ------------------------------(3-F G-I.NIV-I-N-G...S-H~A-Nl:...gAL-A-N~E~"..............-...---..-... ..........................--...-....-...............-------.-........ .
11114111 TELEPHONE REDEMPTION T3~.921f
-5133.92 51.00 -133.920 .000
A check is attached to this statement
please-cas6~i~iis check prorripfly'-11you wish, you can reinvest the c)rieck
without a sales charge, provided we roceive it within 90 days.
i r ` ~ ;
r, ,Amerc~r~'Fux~c~s' ~edex>~pti
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For more account information
...CalCyour ~naiiciaT adviser--------• ..............................................................•------
^ Automated information and services
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American FundsLine®- 800/325-359D
~ parsonnl assistance - 8 a.m. to 8 p.m. Eastern time M - F
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Account Activity
METRO
BANK
Page 1 of 1
Serving central Per~nsy{vania
sass3~.a~
Account Activity
STATEMENT SAVINGS
Acxount Name PERS
STATEMENT
SAVINGS
('8514)
Account Number 626638514
Interest Rate 0.20
YTD Interest $18.45
Prev. Year Interest $1.81
Current Balance $4,208.14
Available Balance $4,208.14
Account:
__ Type: From: To:
PERS STAT
*
EMENT SAVINGS (
8514) ALL ~;, 10/14/2011 } 11/13/2011
~`
.
Pending Holds Total: So.oo
Effective Date Description
There is no activity to view based on your selection.
Date Type
10/31/2011 Credit
Description
INTEREST PAYMENT
Amount Expiration Date
Amount
$0.90
Acct Balance In
$4,208.14
Technical support: eoo-zoo-osa~
Copyright 02009 Metro Bank Online Banking.
Member FDIC
All Rights Reserved. -Metro Bank is a whdly owned sutaaidiary oT Metro Bancorp, Inc. and is not affiliated with Metro Bank lid, Great Britain
httus://online.mvmetrobank.com/af(ffSXvTMItUgt3E>;V1Ji)/Accounts/Activity.aspx?i=2 11/13/201 ]
Step 1 -Click "eStatements," then click "View eStatements."
Step 2 -Click "Go Paperless" and follow the prompts.
Account Activity
B~,N K
Page 1 of 1
ssrvlrrll~ ce~msl Pennsylvania
888.937.0004
Account Activity
TOTALLY FREE
CHECKING
Account Name TOTALLY
FREE
CHECKING
(`7794)
Account Number 537317794
Interest Rate 0.00 %
YTD Interest $0.00
Current Balance $1,472.73
Step 1 -Click "eStatements," then click "View eStatements." Available Balance $1,472.73
Step 2 -Click "Go Paperless" and follow the prompts.
Account:
_ Type: From: To:
_.. _ _ ...
___.
TOTALLY FREE CHECKING (*7794) ALL - i 10/14/2011
.. . _ ._._ . .... _._ ~' 11/13/2011 ~- :. '
...
__. _.
Pending Holds Totai: $o.oo
Effective Date Description Amount Expiration Date
There is no activity to view based on your selection.
Check
Date
Type
Number
Description Acct
Amount Balance II
11/8/2011 Debit 493 CHECKS
($161.00) $1,472.73
11/3/2011 Credit US TREASURY 303 XXSOC SEC RUTH
MONROE $1,267.00 $1,633.73
10/20/2011 Debit 491 CHECKS
($106.19) $366.73
10/17/2011 Debit 492 CHECKS
($3,834.00) $472.92
TechMcal Support: 800-204-0581
CoPY~9ht 01009 Metro Bank Online Banking.
Member FDIC
AA Rights Reserved. -Metro Bank la a wholly owned subsidiary of Matra Bancorp, Inc. and is not affiliated with Metro Benk Ltd, Great Britain
httnc~//online.mvmetrnha.nk.cam/af(ffSXvTMItUat3E~V 1Ji)/Accounts/Activitv.asvx?i=4 11/13/201 l
~`'~ PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES FILE NO. 21 11-1266
PD BDX 2BB6B1 nenns lvania AND
HARRISBURG PA 1712E-0601 P ~ ACN 12121362
OEPAHTMENT OF REVENUE TAXPAYER RESPONSE DATE 03-27-2012
REV-1543 EX nfP (RS-11)
TYPE OF ACCOUNT
EST. OF RUTH I MONROE ® SAVINGS
SSN 209-22-2323 ^ CHECKING
DATE OF DEATH 11- O 1- 2011 ^ TRUST
COUNTY CUMBERLAND ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
M R ENSMINGER REGISTER OF WILLS
1007 JENKINS GRV 1 COURTHOUSE SQUARE
ENOLA PA 17025-3502 CARLISLE PA 17013
METRO BANK provided the department with the information below, which was used in calculating the inheritance tax due.
Records indicate that at the death of the above-named decedent, you were a Point owner/beneficiary of this account. If you are the SpoUSe of the
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must
notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2.
If you believe he information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return
it to the abbve address. Please call 717-787-8327 with,--~!;9,SYi.ons__ _ ~ -
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
$ 4,208.14
X 50.000
$ 2,104.07
X .15
$ 315.61
NOTE: If tax paywents are wade within three
months of the decedent's date of death,
deduct a 5 percent discount on the tax due.
Any inheritance tax due will becowe delinquent
nine wonths after the date of death.
A. ^ The above information and tax due is correct.
Rewi paywent to the Repisterof Wills-.with .two copies of this notice to obtain
C H E C K a scount or avoid interest, or return this notice to the Raeister of Wills and
0 N E n official assasswent will be issued by the PA Departwent of Revenue.
B L 0 C K ~ g, he above asset has been or will 6e reported and tax paid aith the Pennsylvania inheritance tax return
0 N L Y filed by the estate revresentative.
C. ^ he above informs ion is incorrect and/or debts and deductions were paid.
Cowplete PART 2~ and/or PART 3^ below.
PART If indicating a different tax rate, please state
a relationship to decedent:
TAX RETURN - CALCULATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
PART
3^
OF TAX ON JOINT/TRUST ACCOUNTS
1
2 $
3 X _ _ _
4 +fi
5 -
6 $
7 X
8 $
DEBTS AND DEDUCTIONS CLAIMED
Under penalties of perjury, I declare that the facts I reported above are true, correct and
complete to the best of my knowledge and belief. HOME C )
WORK C )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
Account No. 626638514 Date 04-04-2006 To ensure Groper credit to the account, two
Established copies of this notice ^ust accowpany
Account Balance paywent to the Register of Wills. Make check
payable to "Register of Wills, Agent".
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
B PENNSYLVANIA INHERITANCE TAX
BUREAU OF, INDIVIDUAL rnxes INFORMATION NOTICE FILE
Po Box zao6ol p@t111Sy~Va111d AND
HARRISBURG PA 17128-0601 oeaAAmeNrcFnsveNUe TAXP AY E R RESPONSE AC N
REV-15x3 E% ,rP cos-u~ DATE
N0. 21 11-1266
12121363
03-27-2012
M R ENSMINGER
1007 JENKINS GRV
ENOLA PA 17025-3502
EST. OF RUTH I MONROE
SSN 209-22-2323
DATE OF DEATH 11-01-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
METRO BANK provided the department with the information below, which was used in calculating the inheritance tax due.
Records indicate that at the death of the above-named decedent, you were a faint owner/beneficlary of this account. If you are the spouse of the
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must
notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" 1n PART 2.
If you believe the information is incorrect,. please obtain written correction from the financial institution, attach a copy to this form and return
it to the above address. Please call 717-7F7-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 537317794 Date 04-04-2006
To ensure proper credit to the account, two
Established copies of this notice ^ust accoapany
Account Balance $ 366.73 paywent to the Register of Wills. Make check
payable to "Register of Wills, Agent".
P t T
ercen axable X 50. D00
Amount Subject to Tax $ 183. 37 NOTE: If tax paywents are aade within three
TaX Rate
~ wonths of the decedent's date of death,
( ~ lrj deduct a 5 percent discount on the tax due.
Potential Tax Due $ 27. 51 Aw inheritance tax due will become delinquent
nine wonths after the date of death.
'A^RT
A. ~ Tha above inforwation and tax due is correct.
CHECK
ONE
~ Rewit payaent to the Register of Wills with
a discount or avoid interest, or return this
an official assesswent will be issued by the two copies of
notice to the
PA Departwent this notice to obtain
Register of Wills and
of Revenue.
B L 0 C K
0 N L Y B. The above asset has been or will be reported and
filed by the estate representative. tax paid with the Pennsylvania inheritance tax r
eturn
C. The above inforna ion is incorrect and/or debts and deductions
oaplata PART ~Z and/or PART 3~ below. were paid.
PART If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - CALCULATIDN
LINE 1. Date Established
2. Account Balance
_. __ 3.._Percent.Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 _ X
4
5 -
6
7 X
8
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) $
Under penalties of perjury, I declare that the facts I reported above are true, correct and
complete to the best of my knowledge and belief.
HOME C )
WORK C )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
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