HomeMy WebLinkAbout08-29-13 (2) � 15�561�140
(`.EY��J�V Extuz-t�){��y
OFFICIAL U9E ONLY
PA Dapartment of Revenue Coun Code Year Flle Number
Bureau of Individual Taxea �'
Pq apx Ze�pt lNHERfTANCE TAX RETURN � � y 2 y 3 3 9
Harrisbnr9,PA t7t2&o601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATIQN BELOW
Social Security Number pata of Death MMpOYVVY Date of Birth MMDOVVrv
I, 1 3 Cl 2 � Z 3 � 9 � 4 1 9 4 a
Decedent's Last Name Suttfx DecedenYa First Name MI
M Y E R S S A N D R A �
(If Appllcable)Enter Survlving Spouse's Informatlon Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Secur{ty Number
THIS RETURM MU3T BE HL.EQ IN DUPUCATE WlTH THE
REGiSTER t3F WI�LS
FILL IN APPROPRIATE OVAL8 BELOW
Q L Onginal Retum � 2,Supplemental Return Q 3.Remainder Return(Data of Deakh
Prior to 12-13-82)
� d.�hnited Estata � 4a.Future intetest Compromise(date ot � 6.Pederai Esteta 7ax Return Requirod
dezth after 12-12-82)
� 6. Dacedent Died Testate � 7.Decadent Mafntained a Living TrusR 0 8.Tot�NUmber of St6�Dep�R E�oxes
{Attac�a Copy ot Wi11) {Attach Copy of Truat.) � p � c')
� 9.Litigation Proceeds ReCeived � 10.Spouasl Poverty Cretlff(Date af Oeath � 11,Ele� Tax undit'Sec.;�1{�4)
Belween 72-31-91 and 1-t-95) (Atl�y��hadule�j' ...., ca
CORRESPpNDENT•THIS SECTION MUSF BE COMP�ETED.ALL CORNESYONDENCE AND CONFIDENTIAL TAX INF NOU�E Di�¢C�D TQ:
Name Daytirrre T�ppOnS�lumDer `-. r-M
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I V 0 V . 0 T T 0 I I I , E S Q • 7 b '� � !4'; 3 �3 3 �f:':?1
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REGI6TE�F X+It.tBU$E ONLY �
'17 f-.� ,;. C}��
'� ., r. rM,.
First Line of Addre3s �� �.
Z 0 E A S T H I 6 H S T R E E T �
Secontl Line of Address ' ��
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City ar Post Offlce State ZIP Cnde OA'tE FlLED ,.,,
C A R L I S L E P A 1 7 Q 1 3
Conesponqem'a e-mril addross: IOT'C Qna,MARTSONLA W.COM
Untlar panaliies W pe�ury,f deUarc that 1 have examtneC Mis retum,Iriciudinq accompanyinq xfmCUleg arn!stetement5,and to Ne best W
ft�Nre.corrbet aM comptste.DaGaratbn�preparx�er Nan the Penona��es�tativm is besetl an a8�tion of wn�h �k�0w��fl8 ariC be�ief.
preparer t�as arty knowietlpe.
81 TURE OF PERSON RE S BLE FOR F141tiG RETURN DATE
^'v�.� 4^�-.�; Y�2&`� �3
AODRESS
9 {YAK FIAT RD- NEWVZLIE PA 17{I41
81 NR F Pf�P„ARER OTHER THAN REPRESENTATIVE
no s � `j��rD���,_
1� EAST H26H STREET CARIISIE PA 17�13
PLEASE USE ORI6INAL FORM ONLY
Slde'!
�
L 15C15610140 15U5610140 � �
�. � I
- II
Cantinuation af REV-15841nheritance Tax Return Resident Decedent
SANDRA L. MYERS 21 12 133$
[}ecedeM's Name Page t Fi7e Number
Cor►espondenta
Name Daytime Telephone Number
Firot line oi addtess
Secand 31ne of ac�t�rsa
City or Post Office State ZIP Code
eor�aporiaenrs e-max aaaresa:
Untler peneldes ot perJury,I dedere tlat I have ezamkaM thia reNm,ir�dWhg aa;ompenying sct�adules aM eWtemenb,and�the best ol my knowkdpe and 6eHe(,
il Is We,a+rrect and compk0e.Dederetlon of prepartr Mher Men tltie personal representetive is basad on all infwmatlon of whkh preparer has any knowledge.
S! RE £RSO RESPON318Ef FOR FIIiNG RETUftN
,��� �,..�.,� � ���-�
ADDRESS
154 KERR'S ROAD CAR4ISLE pA 17415
I
l
-- I ��II �II��A
� 150561024U
REV-1500 EX(Pp DecedanYS Social Security Number
oeaea.�r.Neme: SANDRA L. MYERS
RECAPITULATION
t. Real Eatate{Scfieduie A} ..... . .................. ......... .......... t. (I . � O
2. Stacks and Bonds(Schedule B) . . . . . . . . . .. . . . . . . .. . .. .. . . . . .. . . . . . ... 2. � • 0 �
3. CtpsePy Heid Corporatiort,PaRnership ar Sob-Prnprietorsh'rys{3cheduie C) ..... 3. •
4. Mortgagea antl Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . .. . .. 4. •
5. Cash,Ba�k Depasita and Miscel€arreous Personai Property{$cheduk E),,..... 6. S 6 5 8 . 2 4
6. Jointty Owned Property(Sohedule F) ❑ Separate Billinq Requested . . ... .. 8. 3 1 3 , 5 9
7. IntbrvV'rvas Transters 8 Mkcceiiar�eaua Probate Properky
�scned��c} � Separate ei�kng Requestec! , ...... 7. 4 2 6 2 1 , 6 �
8. 7otal Gross Asseh(roRal LUea 1 through 7) . ... .. ... .. . ......... . ..... 6. 4 8 5 9 3 . 4 4
9. Funera�Expenses and Adminishative Costs(Schadule H} . . . . . . . . . . ... . . . .. 9. 3 5 7 4 . 6 8
70. Dabta of Decedent,Mortgaga Liabilhias,anQ liene(Schadule I) .. ..... . ... .. 10. 5 7 • a 2
t t. Tatai Dsduetians ttotat lines 9 arM 1 O) .... . . . . . . . .. ... . . . ... .. . . .. ... 1 i. 3 6 3 2 . 5 0
12. Net Yalue ot Estate(Line 8 minus Line 11} ....................... ... .. 72. �1 4 9 6 Q . 4 4
13. Charitabie and GavammenWi BequesES/Sac 9313 7rusts for whkh
an alection to tax has not bean made(Scheduk J) . . . . . . . . . . . . . . . . . . . . . . 13. .
14. Nat Value Sub�ct to T�{Line 12 minus Line 13) . .......... ..... . ..... tA. 4 4 9 6 � . 4 4
7AX CAICUlA71QN-SEE INSTRUCTIONS FOR APplICABLE RA7E3
75. Amount of Lina 1A taxabla
at the spousal tauc rate,or
tranafers urMer Sec.9t i6
(a}(t2)X.0 � � . � 0 ib. � . Q (�
18. Amount of Lina 14 tazabla
at lineal rate x.oas 4 4 9 6 0 . 9 4 �e, 2 U 2 3 . 2 4
17. Amount M Line 14 tsuabie
at sibiing rate X.12 � . � � 17. �I . 0 d
18. Amount of Line 1A taxable
at coliateral rate X .15 0 . � � 1g, � . 0 �
is. Tax oue . . . . . . . ... .. . . . ... . . . . . .. . .. . . . . . . . . .. . . . . . . ... . . ..... is. 2 0 2 3 • 2 4
20. p11.1.IN THE QYAL iP YOU ARE REQUESTING A REPUND OF AN OYERPAYMENT �
$Ide 2
L 1505610240 150561C1240 �
REV�1500 EX(FI) Page 8 Flle Number
Decedent's Complete Address: 2i iz 1339
DECEDfNTS NAME
SANDRA L. MYERS
--._ _.__ . _____.____----.. _ ._ _ ._—_ ___ _ __.
STREETADORESS _ .._. __.__ .___..__ _ ..__ __._.
158 Vir�inia Avenue _
___ . _ — --__ __ --- - ____ __. _— - - __ _ _. _ _ _.
CI7Y STATE... .. . � ZIP
Carl[sle I PA I i7013
Tax Payments and Credits:
t. Taz Due(Page 2,line 1$) (1} 2,023.24
2. CreditalPayments
A.Prior Aaym�ts
B.Discount
Totai Credits{A+�} {2} p,bp
3. Intereat
{3}
4. If Line 2 is greater than Line 1+Line 3,enter the dHferenca.This is the OVERPAYMENT.
Fl8 M oval an Pepe 2,lMe 20 to request a retund. (4} 0.00
5. H Line 1+une 3 is greafer than Lirre 2,enter the d�Ference.This is the TN(DUE. t5j 2,023.24
Make check payable to: REGlSTER QF WILLS, AGENT
PLEASE ANSWER 7HE FOLLOWiNG QUE8TIONS BY PLAC�NG AN"X" 1N THE APPROPRIATE BLOCKS
1. Old decedent maice a traneter and: Yes No
a retain the use a'im�me�the proparty transferred ...................................................................... � �
b. retain the right to designale who shall use the propedy transfened or its income ...............................
o. r�n a reversionary interest .:................................................................................................... �
d. receive the promise fa li(e of either payments,beneflle or cere4 .......................................................
2. !f death occucre6 afler December 12,1982,did decpdent fransfer property within one year of death f�
wittwut receivirtg adequ�e c�nsideration? ....................................................................................... ❑ y�
3. Did decedent own an'in hust for'or payaMe-upon-0effih bank account or security at his a her death7 ......... ❑ ��
d. Did decadent own an indiridu�t�irement ac+�wnt,annuity or oth�rron-probate property,whictt
contains a beneficiery designation?................................._...........................................................,,.. � ❑
IF 7HE ANSWER TO ANY OP TNE ABOVE QUESTIONS 18 YES,YQU MUS7 CpMPLETE SGHEDULE G AND FlLE IT AS PART Of THE RETURN.
For dates af death on or after July 1,t994,and befora Jan. 1,1995,the ta�c rate imposed on the net vaiue of transfers ta or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a�(1.1){i)].
For dates of dealh 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,g9118{a}(t.t}(ii)�.The staNte does not e�mpt a hansfer to a surviving spcwse from t�x,and the statutory requirements for disclosure af assets and
fifing a tax retum are still applicabie even if the surviving spouse is the only beneficiary.
For dates of dealh on or after July i,2000:
+ The tan rate imposed oo Ne net value af transfers hom a deceased chitd 21 ye�s of age a younger at death to w for the ase ot a�aturaf parent,a�
adoptive parent a a stepparent of the chlid is 0 percent[72 P.S.§9116(a)(1.2)].
• The t�rate imposed on the nei vaiue of transfers to or tor the use of the decedenYs Iineai beneficiaries is 4.5 percent,except es noted in�72 p.S.gs�18(a)(tp.
• 7he tax rate itnposed a�Ne net v�ue af aansfe�s to w far the use ot the decedenCs siblings is 12 percent[72 F.S.§9118(a}(1.3}].A sibling is defined,
under Sectlan 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adop6on.
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REV-iStl2 EX+{t2-t2)
pennsylvania SCHEDULE A
DEPARTMENTOFREVENUE
tNHER1TANCETAXRETURN REAI ESIATE
RESIDENTpECEDENT
ESTATE pF: fILE NUMBER:
SANDRA L. MYBRS 2i i2 1339
All roal property ovmed aolely or as a tenant in commqn mun b�roported at hlr markK value.Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge at the relevant facts.
Real property tha#b Jo�pyormed witlt rlgM of aurvlvonhlp muat be dlreiosed on SehaduM F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy M the deed showing decedenfs interest if owned as tenant in common. VALUE AT DATE
NUMBER Qf DEATH
DESCRPPiIQN
l. Real estata located at 158 Virginia Avenue, Carlisle, PA, known as Tax Parcel No: 0.00
24-16-1096-115,beign described in Deed dated 6/30/94 8c recorded in Cum6erland Co.,Deed Bk.
107, Pg.,420�being conveyed to Sandra L.Myers,Decedent hareia. SUSPEND ASSET
TOTAI.(Also enter o�Line 1,Recapitulatlon.} s p.pp
[f rr�e spece ta rreaQed,uSe ad�fianai sheeffi ot papetotitte sartiB size.
REV-4508 EX+{48-t2}
pennsylvania �CHEDULE E
oEPnnrn+eNrof RevenuE �ASH, BANK DEP4SITS i4 MISC.
�a�soENroeceoENiT�� PERSONAL PROPERTY
ESTATE OF: fILE NUMBfR:
SANDRA L.MYERS 21 12 1339
inc�uda the proceeds of Ikigetion and the data the proceada were roceived by the estate.
All proparly Jointly awnsd with rigM of aurvlvonhip muat be dlaclosed on 8chsduls F.
ITEM VAIUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 2001 Buick Century Cusrom,ssle proceeds 5,000.00
2. Humana,health insurance refund 430.07
3. Miscallaneous deposit 224.48
4. Comcast,refund 3.69
TOTAt(Also enter on Line 5,Recapitulation) S 5 658.24
!f moro space is needad,uae additionai sheats of paper of the same stze.
_�.. n
REV-1549 EX+{41-14}
pennsylvania SCHEDULE F
�PAR�,'E"7o�"�"°E JOINTLY-OWNE6PR4PERTY
INHERiTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: fILE NUMBER;
SANDEtA L. MYERS 21 12 T339
If an asaet was made jointly owned vAthin one year of the decedenPs date of death,It muet ba reported on Schedule G.
SUf?YtVit3G JOINTTENANT{S)ttlAME{S} ADDRE53 REtAT14N5HIP Tp DECEDENT
A. Bonnie K. Bimcr 139 Oak Ftat ftoad Daughter
Newville,FA 37241
B.Paut L.Myers,h. f 54 Kerrs Road Son
Carliste, PA 110I5
C.
JOINTLY•(11MNED PROPERTY:
tETTER 6ATE �SCRFPTILV7#PROPERTY %OF 6ATEOFDEATH
ITEM FOft.l�M !M� INCtUDENAt�OFFlKANCfAi.Ml5TI7UtiCNAN68RtnCACGOUMtA1MBEftORSiNNtAR OATEO�OEATH OECEDENTS VALUE6F
NUMBER TENANT JOINr IOENiIFYINGNUMBER. ATTACHDEEDFORJOINTLY-HELDREALES7ATE. VAWE4FASSET INTEREST DECEDENTSMTEREST
t. A&B �l/2010 PNCchecking5l-4043•3206 44t.12 33.3 313.59
TOTAL(Also enter on Line 6,Recapitulation) S 313.54
If more space ia needed,use addllbnal ehee�of psperot the same s'us.
��I
REV-7514 EX+(OB-09)
pennsylvania SGHEDULE G
OEPARTM£NTOF{7EYENUE INTER•VIY4STRANSFERSAND
iNNEwrnNCeraxaeruw+ MISC. NON-PRdBATE PROPERTY
RESIDENT�ECEDENT
ESTATE OF FIIE NUMBER
SAND[tA L. MYERS 21 12 1334
7his schedule musl be complete�l end filed if Me answer to any pf quesGOns 1 through 4 on page threq o1 the REV-1500 Is yes.
iTEAd DESGRiPTI�i�PR�EftTY
INCIAqE7HENV,IEOFTXETRANSFFftEE.TMEIRPElAi10NSMIPT00ECEDEMAND DATEOFDEATH %OPDECD'S EXCLUSipN TAxABLE
NUMBER 1HEWTEOFiRAN6FER.ATTACNPCOPYOFTHEOEEDFqiREALESTRTE. VALUEOFASSET IN7EREST pFIPPLIG$A� VALUE
t. Morgan Stanley [RA 410-8951$7-012 42,62k.61 ]00.00 42,b21.61
Beneficiary: Aau]L. Myers,Jr.{Son}; 100°l0
TOTAL Also enter on Une 7,R lul�ian S 42 62 t.6I
tf r�e sp�is naeded,use additbnat sFreeis at Pepar af the sarr�size.
REV-1911 EX*{t0A8}
pennsyivania SCHEDULE H
DEPARTMENT QF REVENVE ��NERAL EXPENSES AND
iwHeRirnNCeT�vcr�rwzw ADMINISTRATIVE COSTS
RESI�EMT DECEOENT
ESTA7E Of fiLE NUMBER
SANDRA L.MYBRS 21 12 1339
DxedeM's dabM mutt ba reported on Schedula I.
lTEM
NUMBER DESCRIP710N AMOUNT
A. FUNERAL EXPENSES:
t. Hoffman-Roth Funeral Hama,Carlisle,PA tJ413 753A2
2, Ministerial,organist honorariums 80.00
3. Gaorge's Flpwers 70.00
4. Bachman Memorials,gravemarker inscript'ton i 65,00
B. AI3MINISTftA7lVE COSTS:
1, Personai Representative Commissitms:
Name(s)ot Peisonal RepreseniaUve(s)
SGeet Adireas
City Sffite ZIP
Ygar(s}CommUgWn Paid:
q, Attomay Feea: Martson Law OFfices(estimated) 1,900.00
3. Femtly Examptbn:{If 4ecedenCs atldress b rwt tlie same as e6etmanCs,atisd�explar�tian}
Gaimant
SUeet Addreae �
Ciry Sm� Z!P
Reladonship M C�almant ro Decedent
4. pmta�Fees: Cumberland County Register af Wiiis 311.50
5. Aocountant Fees:
6. Tax Rewm Preparer Fees:
7. Cumberland County Register of Wills,filing fee,Inheritance Ta�c return I5.60
8. The Sentinet,advertising Letters Testamentary 200.l6
9. Cumberland Law Journal,advertising Letters Testamentary 75.00
I0. Short Cartificate 5.00
TOTAL(Also enter on Line 9,Recapitulation) S � 574.68
if�e apace's t�eeded.�se�itlarsi sheeffi#peperof the satrre sizE.
_ ! / �I
REWi5t2 EX+{t2-52}
pennsylvania SCHEDULE 1
OEPARTAIENT OF REVENUE pEg�S OF DECEDENT�
wHeRirnNCernxaeruw� MORTGAGE LIA8ILIT(E5& LIENS
RESIDENT pECEDENT
ESTATE� F11.E NUtdBER
SANDRA L. MYERS 21 12 i339
Rsport debts incurted by the decedant prior to death tha!remained unpald at the daM of deakh,IncludMg unreimburoad medicai exponaea.
ITEM VALUE AT pATE
NUMBER DESCRIPTION OF DEATH
1. PPL,account payahle on data of death 57.82
TqTAL(Also enteron Line 1p,Recapitulatipn) E 57.$2
If more apace is needed,insert addttional sheets of the same size.
_ ,
REV-t5+3 E%+I,QS-?OJ
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE g���p�GiARiES
INHERITANCE TAI{RETt#W
RESIOENTOECEDENT
ESTA?E OF: FILE NUMBER:
SANDRA L. MYERS 21 12 i334
RELATiONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not Liat Truatee�s) OF ES7ATE
I TAXABI.EDISTRI6UT10NS pncludeaup{qMspausatdlaCibutiomandtrensfersun0er
Sac.9t'TB(a)(1.2}.�
i. Bonnie K. Bimar Lineal 1,164.69
139 Oak Flat Road !12 estate residue
Newville,PA 17241 112 Sch F.,line !
2. Paul L. Myers,Jr. Lineal 43,791.27
154 Kerrs Road 1/2 estate residue, I/2 Sch F
Cazliste,PA t 7015 line 1,Sch G,line l
ENTER DOLIAR AMQUNTS FOR QISTRIBUTIONS SHOWN A80VE ON tINES f 5 THRQUGN 18 4F REV-1a40 COVEft SHEE7,AS APPRQPRIATE.
II. NON-TAXABIE pIS1Rt8UTi0NS:
A.SPpUSAL DISTRI6UTIONS UNDER SECTION 9113 FqR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE ANO GOVERNMENTAL DISTRIBUTI4NS:
1.
TOTAI.OF PART CI-ENTEft TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S
If mora space is needed,use additional sheets of paper of the same size.