HomeMy WebLinkAbout08-02-13 (2) J 15U5610143
�ccoz-„� ,
REV�� SOO �, OFFICIA�USE ONLY
PA Department of Revenue pennsylvania ca,mycoae vear FIIBNumCer
. Bureau of Individual Taxes ��^*�*a�
PO BOX.280601 INHERITANCE TAX RETURN 21 13 0045
Harrisburg,PA 1712&0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Securiry Number Date of Death Date of Birth
11 27 2012 11 21 1921
DecedenPs Last Name Suffix Decedent's First Name MI
YANCIS STANLEY
B
(If Applieable)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 IN APPROPRIATE OVALS BELOW
XO 7. Original Retum � 2. Supplemental ReNm 3. RemainEer Retum(Date oi Death
� Pnorto 12-13-82)
� 4. Llmitetl EsWie � 4a. Future triterast C«npomise
�ae�eofoeameneri2-i2�e2� ❑ 5. FederalESiateTaxRetumRequlreG
� g_ DeceEBntDietlTestete � D¢�¢Ea�Mai rretlaLivirgTrust
(nnert�Copy w wup ❑ �nnaai wcy��rur� _ 8. Total Number of Sate Deposit Boxes
� 9. LitigationProceeESReceived � 10.y�+�e�Pq�v�����It{oe��,lDeatn � ��,ElectiontoUxunEer5ec.9113(A)
(Anech SUedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTiAI TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
DAVID J LENOX �il'� 27 w;�l�.�crn
� O 'ri A
�V � V
�Ei1�7�R OE'WILI[S�USE ONLY
o D � � �
First Line of Address � tv �� rn
=• m z v
8 TRISTAN DRIVE SUITE 3 '� V' � o 0
� o -a -� �
Second Line of Address � � '� � �`+�' n
,--I rv r rtt
N C/> 0
Ciry or Post Offiee DADB FILED T
SWte ZIPCode
DILLSBURG PA 17019
CorrespondenYs e-mail address:
UnEer penatties of pe�ury,I tleUare that I have e�mined Ihis retum,InUuCing accompanyinq sc�eEUles and slatements,antl to the best of my knowledge an0 Delief,
k is We,conecl anE wmplete.DeUaratlon of preparer other than ihe personal repmsenfaLve is basetl on all informalion of whicti pmparer has any knowleage.
S�IGN/ATURE OF PERSON RESPONSIBLE FOR FILING RETUftN DATE
l�YaiSo� �l�i��/� KarenMiddleton ��3 fjj,
�s
811 Tamanini Wa Mechanicsbur PA 17055
NA E OF R JiER O R THAN REP NTATNE
DATE
David J. Lenox 7 �p � '�
nooaess
8 Tristan Drive, Suite 3, Dillsburg, PA
Side 1
L 1505610143 1505610143
J 1505610243
REV-1500 EX -
� Decedent's Social Securiry Number
o��^�'a"�: Yancis, Stanley B
RECAPITULATION
1. Real Estate(Schedule A)......................................................................:................ 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2. 2 � 740 . 08
3. Closely Held Corporation, PaAnership or Sole-Proprietorship(Schedule C)......... 3.
4. MoAgages 8 Notes Receivable(Schedule D)........................................................ 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 8 , 821 . 44
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Trensfers&Miscellaneous Nnq Probate Property
(Schedule G) LJ Separate Billing Requested............ 7.
8. Total Gross Assets(total Lines 1 through 7)........................................................ g. 11 , 5 61 . 52
9. Funerel Expenses and Administrative Costs(Schedule H).................................... 9. 11 � 690 . 40
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10.
11. Total Deduetions(total Lines 9 and 10)................................................................ ��. 11, 690 . 40
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 72. -128 . 88
13, Charitable and Governmental Bequests/Sec 9113 Trusts for which
an eledion to tax has not been made(Schedule J)............................................... 13.
�4. Net Value Subjeet to Tax(Line 12 minus Line 13)............................................... �q. -128 . 88
TAX COMPl1TATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal taz rate,or
transfers under Sec.9116
(a)(t.2)x.00 15. 0 . 00
16. Amount of Line 14 taxable 0 . 0 0 16. 0 . 0 0
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rete X.12 0 . 00 17. 0 . 00
18. Amount of Line 14 taxable
at collateral rare X.75 0 . 00 18. 0 . 00
19. TAX DUE................................................................................................................ 19. O . 00
20. FILL IN THE OVAL IF YOU ARE REqUESTING A REFUND OF AN OVERPAYMENT. �
Side 2
L 1505610243 1505610243 J
REV-1500 EX Page 3 � File Number 21-13-0045
DecedenYs Complete Address:
DECEDENTS NAME
Yancis, Stanley B
STREETADDRESS
Green Ridge Village
CITY STATE ZIP
Newville PA '17241
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 0.00
2. CreditslPayments
A. Prior Payments
B. Discount 0.00
Total CredNs(A +B) (2) 0.00
3. Interest �3)
q. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. � (4)
Check box on Page 2,Une 20 to request a refund
5. If Line t +Line 3 is greater than line 2,enter the diHerence. This is the TAX DUE. . (5) �.�0
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 inwme of the property trensferred:............................................................................... x
b. retain the right to designate who shall use the property trensferred or its income:..................................
c. retain a reversionary interest�ar............................................................................................................... x
d. receive the pramise for life of either payments,benefits or care7............................................................ x
2. It dealh occurred atter Dec. 12, 1982, did decedent traaster property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑ �
3. Did decedent own an"in trust fof' or payabte upon dealh bank account or securiry at hls or her death?....... ❑ Qz
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designationl.................................................................................................................. ❑ �
IF THE ANSWER TO ANY OF THE ABOVE�UESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
. ,.— ._—. __ —� ---- . ._— .. �
Fnr dates of death on or aRer July t,1994 and before Jan.1.1995,the tax rate imposed on the net value of transSers 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 Janaary 1,1995,the tax rate imposed on the net value of transiers 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 retum are sti!!applicabte even if the surviving spouse is the on{y beneficlary.
For dates of death on o�aRer July t,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 decedenCs lineal beneficiaries is 4.5 percent,except as noted in
[72 P.S.§9116(a)(1)1.
. The tax rete imposed on the net value of transfers to or for the use of the decedenCs siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A
sibling is defined under Section 9102,as an individual who has at least one parent in wmmon with the decedent,whether by blood or adoption.
Rev-1503 EXa�6-98) �
SCNEDULE B
STOCKS & BONDS
COMMONW£ALTHOFPENNSYLVANIA
INHERITqNGE TAX RETURN
RESI�ENf�ECEOENT
ESTATE OF FILE NUMBER
Yancis,Stanley B 21-13-0045
AI7 propeM1y joiMlq-ow(red wic�right of survivorship musl be tlisclosetl on Schedule F.
ITEM CUSIP VALUE AT DATE
� NUMBER NUMBER DESCRIPTION UNIT VALUE OF DeATH
1 84 shares of Met-Life Stock 32.620 2.740.08
TOTAL(Also enter on Line 2, Recapitulation) 2,740.08
Qf more space is needetl,atltlRlonal pages of[he same size)
Copyright(c)2002 form sotiware only The Lackner Group, Inc. Form PA-1500 Schedule B(Rev.6-98)
Rev-0508 EX�(H-00)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENTOFREVENUE
INHERITANCETAXRETURN PERSONAL PROPERTY
RESIDENT DECEDENT �
ESTATE OF FILE NUMBER
Yancis Stanley B 21 13 0045
Include ihe proceetls of li�igation antl�ha tlate Ihe proceeES were receivetl by�he esta�e.
All propertyjolntly�owned with the right af survivorship must be tlisclosetl on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
.1 Members 1st Burial Reserve Account: 2,737.33
2 Members 1st Checking Account: 6,028.45
3 Members 1st Savings Account 334579-00: 55.66
TOTAL(Also enter on Line 5, Recapitulation) g,gy�,qq
pf more space is neetled,atltlilional pages ot the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Fortn PA-1500 Schedule E(Rev. 11-10)
REV4517 EX�(70-09) .
pennsylvania SCIiEDULE H
OEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INMERITANCETAXRENRN qDMINISTRATIVE COSTS
RESIDEM DECEUENT
ESTATE OF FILE NUMBER
Yancis Stanley B 27 13-0045
Decedent's debts must be reported on Schedule I.
ITEM
DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 4,881.30
B. ADMINISTRATIVE COSTS: .
1. Personal Representative's Commissions
Name of Personal Representative(s)
St2et Address
C�b' State 2io
Year(s)Commission Paid
2. Attornev's Fees Davld J. Lenox 500.00
3. Family Exemption: (If decedenPs address is not the same as claimanPs,attach explanation)
Claimant
Street Address
��h' State Zio "
Relationshio of Claimant to Decedent
4. Probate Fees 118.50
5. . AccountanPs Fees
6. Tax Retum Preparer's Fees �
7. OtherAdministrative Costs 6,190.60
See continuation schedule�s)attached
TOTAL(Also enter on line 9, Recapitulation) 11,690.40
Copyright(c)2009 form software only The Lackner Group,Inc. Fortn PA-1500 Schedule H(Rev. 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Yancis, Stanle B 21-13-0045
ITEM
NUMBER DESCRIPTION AMOUNT
FunerelExp n e
1 Funerel Flowers: 50.00
2 Funeral Luncheon: 250.00
3 Hollinger Funeral Home&Crematory: 4,081.30
4 Minister: 500.00
H-A 4.881.30
Oth r Admini trativ o t
5 Department of Public Welfare: 6,180.60
6 Register of Wills(add'I short certs): 10.00
H-B� 6.190.60
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA•1500 Schedule H(Rev.6-98)
REV-051IE%�(0740) .
pennsylvania SCHEDULE J
DEPARTMENTOFREVENUE
INHERRANCE TAX RETURN BENEFICIARIES �
RESIDENT�ECEOENT
ESTATE OF FILE NUMBER
Yancis,Stanle B 21-13-0045
RELATIONSHIPTO �
NAME AND ADDRESS OF SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER pERSONfS)RECEIVING PROPERTY DECEDENT
(WOrds) ($S5)
I TAXABLE DISTRIBU710NS [include outright spousal
distributions,and transfers
under Sec.9116 a 1.2
1 Karen Middleton Daughter
811 Tamanini Way
Mechanicsburg, PA 17055
Total
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate.
NON-TAXABLE DISTRIBUTIONS: '
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.Ot•10)
i i;-
� St i:
e
MEMBERS 1"
• e�exe�.crt�rr itnroN
PRIMARY OWNER: Stanley B Yancls �
� REGULAR SAVINGS ACCOUNT:
° Account Number/Suffix 334579-00
• Date Account Established 07l16/2008
i Principal Baiance at Date of Death $55.65
� Accrued lnterest to Date of Death $0.01
� Total Principal and Accrued Interest $55.66
I Name of Joint Owner None
i
� CHECKING ACCOUNT:
� Account Number/Sufflx 334579-71
� Date Account Established 07/16/2008
� Principal Baiance at Date of Death y6,028.16 �
Accrued Interest to Date of Death $0.29
! Total Principal and Accrved Interest �6,028.45
� Name of Joint Owner None
�
i
BURIAL RESERVE ACCOUNT: Stanley B Yancis
REGUTAR SAVINGS ACCOUNT:
Account Number/Suffix 458752-00
Date Account Established 04Y21/2012
Principal Balance at Date of Death $2,736.85
; Accrued Interest to Date of Death $0.48
Total Principal and Accrued Interest $2,737.33
Name of Joint Owner None .
� MEMBERS 1ST FEDERAL CREDIT UNION
I V?..�
i '
' Tessa L Klugh
' Lending Insurance Support Specialist
� May 7, 2013
i
i
I Estate of: STANLEY B YANCIS .
I Date of Death: 11/27/2012
j Social Security Numbor: 766-16-6249
I
I •.
;
i
�
5000 Louise Ddve • P.O.Box 40 • Mechanicsbucg,Pennsylvania 17055 • (800)283-2328 • wwwmembesslst.org
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r` � INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTHOFPENNSYLVANIA } SS
COUNTYOF Camberland } FileNumber 21-�3 -QDys
Karen Middleton
Personal Representative(s)otthe Estate of Stanley B Yancis
deceased,depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets wherever
situate and all of the real estate in the Commonwealth of Pennsyivania of said Decedent,that the valuation placed opposite each
item of said inventory represents its fair value as of the date of the decedenYs death,and that Decedent owned no real estate
outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory.
I verify that the statements made in this Inven- � ���,� ��,�
tory are true and correct. I understand that false state- ��16!
Karen Middleton
ments herein are made subjed to the penalties of �
18 Pa.C.S. §4904 relating to unswom falsification to
aulhorities.
Attorney- (Name) David J. Lenox (Supreme Court I.D. No.) 29078
(Fimi)
(address) _g Tristan Drive, Suite 3, Dillsburq PA 17019
(Te/ephone) 717-271-7175
DATEOFDEATH l,A$TRESIOENCE Green Ridge Village
FIGURES MUST BE TOTALED
Personal Pro�ertv
CaSh............................................................................................... u 8,821-44
__.
Personal Property........................................................................ � o `" x` r*i
� -.� �.mj c7
Stocks/Listed................................................................................ _ � c�-�i 2i740�6
Stocks/Closely Held..................................................................... � a r --r o
z m N m rn
Bonds............................................................................................ z � z, z o
o � �` o 0
� Partnerships and Sole Proprietorships ..................................... � o � -+� -,�
� ° 'n � � �
Mortgages and Notes Receivable............................................... ° �
: xi �--' --- c�
All Other Property........................................................................ v -i N r-�- m
n rv cn o
�i��
Total Personal Property........................................ 71,561.52
Total Real Property................................................
Total Personal and Real Property........................ 11,561.52
NOTE: TAe MemoranEUm of real eslate outsi0e the Commonwealth of Pennsylvanla may,at Ue election of the personal represenfalive inGUde the value of each
Item,but suU figures shoultl not be ezten0e0 into t�e total of the Inventory.(See 20 Pa.C.S.§3301(b))
r-o�RW-09 ae�.�a�s�s
�
�' � INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21
DATE OF OEATH L45T RESIDENCE G�Q011 RI(19Q VIII8g0 ' DECEDENTS SOG SEC.N0.
11/27/2012 Newville. PA 17241 166-16-6249
Cach
Members 1st Burial Reserve Account: 2,737.33
Members 1st Checking Account: 6,028.45
Members 1 st Savings Account 334579-00: 55.66
Total Cash 8,821.44
Sfnr4c/I isfPrl
84.0000 shares Met-Life Stock 2,740.08
Total StockslListed 2.740.08
(Attach additional sheets if necessary) Total Personal P�operty and Real Estate 11,561.52
David J. Lenox
� Aetor„�A�LaW
8 Tristan Drive, Suite 3, Dillsburg PA 17019
717-271-'7175 (phone)
717-271-7178 (fax)
July 30, 2013
Register of Wiils
Cumberland County Courthouse
One Courthouse Square
Cariisle, PA 17013
In Re: SYanley B. Yancis, deceased File #21-13-0045
Dear Register:
Enclosed for filing please find an Inheritance Tax Return in duplicate, an Inventory, and the
status report with regard to the above-captioned insolvent estate.
� Please return a recording receipt to my attention. I am enclosing a self-addressed,stamped
envelope for your use.
Thank you for your cooperetion.
,�.,
�
� � � �
m � � `�' �
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David J. Lendx, Esi uire � �� � �., � � .
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EnCI _� .'e�.� rv �4 ra7
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p7 •7+w s
°��:.
David J. Lenox, Esq: Ext 101, law@davidjlenox.comcastbiz.net
S. Dawn Gladfelter, Office Adm.: Ext. 102, Dawn@davidjlenox.comcastbiz.net
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