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HomeMy WebLinkAbout11-22-13 1505610140 REV-1500 EX (01-10) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 ]; 1 3 0 8 7 2 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 4 2 7 2 0 1 3 0 5 0 2 1 9 1 4 Decedent's Last Name Suffix Decedent's First Name MI M c C 0 Y F A Y E E (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 IN APPROPRIATE OVALS BELOW Q 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) Q 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 Ej 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 M A R C U S A - M c K N I G H T I I I 7 1 7 2 4 9 2 3 5 3 REGISTER OF Wli_ USE ONLY �7 G O w M First line of address W G? O I R W I N & M c K N I G H T p C M C' q r-, M r° Second line of address X_ ; _ r\3 C3 a C3 6 0 W E S T P 0 M F R E T S T R E E T -n City or Post Office State ZIP Code _6ATE F�D �7 F— I„� O C A R L I S L E P A 1 7 0 1 3 W i g C0 Correspondent's e-mail address: 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. I ATURE OF PQRAON RES PONSIBLE OR FILING RETURN DATE` ADDRESS 900 SANDBANK ROAD MT . OLLY SPRINGS PA 17065 SIGNATU F PREP RER O THA ESENTATIVE DATE ADDRE 60 WEST POM ET ST EET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 r Oh20295054 Oh2GT950ST Z aP!S 1N3WAVd213A0 NV d0 ONn=in V SNI1S3n0321 3mv nOA d1 lVAO 3H1 Ni llld 'OZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3nO XVl '6L 0 0 ' 0 f;L 0 0 . 0 SL'x alej leialelloo Is algexel 4L Bull;o lunowy -SL 0 0 ' 0 'LL 0 0 ' 0 ZL'X alej bullgls Is alqexel bL gull;o lunowy 'LL 0 0 . 0 9L 0 0 . 0 X ales leaull is algexel YL gull;o lunowy gL 0 0 . 0 5L 2 9 ' 0 2 9 h h — O x(z 0(e) 9 L L6 oaS japun sia;suewl io'alej xel lesnods a41 1e algexel 4L gull;o lunowy 'SL S31"318V011ddV Hod SNOIlOnHISNl 33S-NOI1VlnOlVO xvl 2 9 * 0 2 9 h h K . . . . . . . . . . . . . . . . . . . . .. (£L oul1 snulw ZL Bull)xel of loofgnS anleA ION '44 '£L . . . . . . . . . . . . . . . . . . . . . . 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((3 alnp94oS)algeAlaoaa S94ON pus sobe6poW *y .£ (0 alnpe4oS)dl4molauftd-910S jo dl4siaulied 'uogejodio0 PIaH g9so10 '£ ,Z . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. (g alnpa4oS)spuog pus s�oolS 'Z .L . . . . . . . . . . . . . . . . . . . . . I . . . . . . . . . . . . . . . . . . . . . (V 9lnpa4oS)9;els3 leaiJ 'L _ NOirnmldVOM A O)D W * 3 3 A d-4 'aweN S,luap�0 jagwnN A1PnoaS lelooS s,luapaoao X3 OM-AMI Oh2OT990S2 r Continuation of REV-1500 Inheritance Tax Return Resident Decedent FAYE E. McCOY 21 13 0872 Decedent's Name Page 1 File Number Correspondents Name Daytime Telephone Number M A R C U S A M c K N I G H T I 1 1 7 1 7 2 4 9 2 3 5 3 First line of address I R W I N & M c K N I G H T P . C Second line of address 6 0 WE S T P O M F R E T S T R E E T City or Post Office State ZIP Code C A R L I S L E P A 1 7 0 1 3 Correspondent's e-mail address: 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS 500 OAK LANE MT. HOLLY SPRINGS PA 17065 Name Daytime Telephone Number M A R C U S A M c K N I G H T I 1 1 7 1 7 2 4 9 2 3 5 3 First line of address I R W1 N & M c K N I G H T P . C Second line of address 6 0 WE S T P O M F R E T S T R E E T City or Post Office State ZIP Code C A R L I S L E P A 1 7 0 1 3 Correspondent's e-mail address: 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS PO BOX 18 MT. HOLLY SPRINGS PA 17065 REV 1500 EX Page 3 File Number Decedent's Complete Address: 21 13 0872 DECEDENTS NAME FAYE E. McCOY STREET ADDRESS 1 LONGSDORF WAY CITY STATE ZIP CARLISLE I PA 117015 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments B.Discount Total Credits(A+B) (2) 0.00 3. Interest (3) 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. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00 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; ...................................................................... El o b. retain the right to designate who shall use the property transferred or its income; ............................... El 0 c. retain a reversionary interest;or ................................................................................................ El d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ ❑9 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? ......... ❑ 0 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. ❑ 0 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 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 defined,under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: FAYE E. McCOY 21 13 0872 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. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ORRSTOWN BANK-MONEY MARKET ACCOUNT#106800696 48,258.66 TOTAL(Also enter on Line 5,Recapitulation) $ 48 258.66 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(10.09) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER FAYE E. McCOY 21 13 0872 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Years)Commission Paid: 2, Attorney Fees: IRWIN &MCKNIGHT, P.C. 3,000.00 3. Family Exemption:(If decedents address is not the same as claimants,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4• Probate Fees: REGISTER OF WILLS 173.50 5 Accountant Fees: 6. Tax Return Preparer Fees: 7. CUMBERLAND LAW JOURNAL-ESTATE NOTICE 75.00 8. THE SENTINEL-ESTATE NOTICE 189.54 TOTAL(Also enter on Line 9,Recapitulation) $ 3,438.04 If more space is needed,use additional sheets of paper of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: FAYE E. McCOY 21 13 0872 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. R. WILLIAM McCOY Spousal 44,820.62 500 OAK LANE REMAINDER MT. HOLLY SPRINGS, PA 17065 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. LAST WILL AND TESTAMENT t FAY E. McCOY, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make, publish and declare this instrument to be my Last Will and Testament,. hereby expressly revoking all Wills and Codicils heretofore made by me. ONE: I direct my Executor or Executrix, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and all interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executor or Executrix of my estate. TWO: My Executor or Executrix, as the case may be, may, at his or her discretion, compromise claims, borrow money, retain property for such length of time as he or she may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as he or she may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My Executor or Executrix i is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said Executor or Executrix. THREE. I hereby give, devise and bequeath all of my estate of every nature and wherever situate to be distributed IN TRUST, for my spouse,R.WILLIAM McCOY, subject to the following provisions: A. The estate shall be divided by'the Trustee into two separate trusts, hereinafter referred to as Trust A(the Marital Trust), and Trust B (the Family Trust). B. Trust A, the Marital Trust, shall consist of all of my assets other than those allocated to Trust B, the Family Trust. C. Trust B, the Family Trust, shall consist of assets equal in value to the maximum amount, if any, that are necessary to permit my estate to use in full any federal estate tax unified credit which has not been claimed for distribution during my lifetime after considering any adjusted taxable gifts and bequests by Will which do not qualify for the marital deduction and all charges to principal of the estate which are not deducted in computation of the federal estate tax of my estate; provided , however, that the allocation of the Family Trust shall be satisfied with assets as of the date of allocation or distribution; and provided fin they that any assets which do not qualify for the federal estate marital deduction shall be used first to satisfy the allocation to 2 this Family Trust. D. From the Marital Trust, the Trustee shall pay all of the net income to my spouse, R. WILLIAM McCOY, in monthly payments. My spouse also has the right to receive from the Trustee all or a portion of the principal from the Marital Trust and to change the beneficiaries of this Marital Trust in my spouse's discretion. At the death of my spouse, the Trustee shall distribute the remaining principal and accumulated income of the Marital Trust to my children, JOAN McCOY POSEY, MARJORIE McCOY GROUP and WILLIAM CHARLES McCOY, in equal shares, per stirpes,which provides that the child or children of any deceased child taking the share their parent would have taken if living. If one of my children dies without living issue, the share of said deceased child shall be distributed to the other children living at that time. E. From the Family Trust, the Trustee shall pay all of the net income to my spouse, R. WILLIAM McCOY, in monthly payments. The Trustee may distribute to my spouse such amounts from the principal of the Family Trust as provided hereunder, up to the whole thereof, as the Trustee, in his or her discretion, shall deem necessary or advisable to provide for the care, maintenance and support of my spouse, so as to support my spouse in my spouse's accustomed manner of living, provided, however, the Trustee shall consider any other sources of income available to my spouse when making payment hereunder. The Trustee shall, when requested by my spouse, pay five(5%) percent of the principal or$5,000.00, whichever amount is 3 greater, annually to my spouse during my spouse's lifetime, but in no way shall the Trustee distribute more of the principal of this Family Trust to my spouse than in the above amounts. This limited right to make withdrawals from the principal of the trust estate is noncumulative, so that an amount which might have been withdrawn during a particular year may not be withdrawn in any subsequent year. Upon the death of my spouse, the remaining accumulated income and principal of the Family Trust shall be distributed to my children, JOAN McCOY POSEY, MARJORIE McCOY GROUP and WILLIAM CHARLES McCOY, in equal shares, per stirpes, which provides that the child or children of any deceased child taking the share their parent would have taken if living. If one of my children dies without living issue, the share of said deceased child shall be distributed to the other children living at that time. F. In the event that my spouse predeceases me, dies simultaneously or I choose for whatever reason during my lifetime to withdraw all of the assets from the Marital Trust set forth in my spouse's Last Will and Testament or if I have accumulated any other assets which are not being held in trust hereunder or under any written trust document executed by me during my lifetime, then in that event, I hereby give, devise and bequeath all the rest, remainder and residue of my estate,under this Paragraph Three to be distributed to my children, JOAN McCOY POSEY, MARJORIE McCOY GROUP and WILLIAM CHARLES McCOY, in equal shares, per stirpes, which provides that the child or children of any deceased child taking the share their parent would have taken if living. If one of my children dies without living issue, the share 4 of said deceased child shall be distributed to the other children living at that time. FOUR. The Trustee, as well as my Executor or Executrix, shall have the following powers, in addition to those vested in it by law, for my property held for the benefit of my beneficiaries, whether income or principal, exercisable without court approval and effective until the distribution of all property under the terms of the trusts set forth in Paragraph Three or Paragraph Four above: The Trustee, at its discretion, may compromise claims, borrow money or retain property for such length of time as it may deem proper; sell lease, pledge, mortgage, transfer, exchange, convert or otherwise dispose of or grant option of all or any portion of trust property for such prices and on such terms in public or private transactions as it may deem proper; and invest trust property and income without restrictions to legal investments. The determination of the Trustee with respect to the advisability of making payments out of the income or principal to any heir or beneficiary inheriting hereunder shall be conclusive and binding on all persons howsoever interested in the respective trust. Further, the Trustee shall be authorized to receive additions to the respective trust of any kind or any property whatsoever from sources other than my estate and at any time in the sole discretion of the Trustee. FIVE. I hereby nominate and appoint my spouse, R. WILLIAM McCOY, to be the 5 Executor of this my Last Will and Testament. If my spouse has predeceased me, failed to qualify, renounced or ceased to serve as Executor for whatever reason, I then appoint my children, JOAN McCOY POSEY, MARJORIE McCOY GROUP and WILLIAM CHARLES McCOY, to serve as the Co-Executors in his place, said substitute personal representatives having the same powers as are given to the original Executor hereof. SIX. I hereby nominate and appoint ORRSTOWN BANK, to serve as Trustee of any trust(s)created herein. SEVEN. No Executrix, Executor, or Trustee acting hereunder shall be required to post bond or enter security in this or any other jurisdiction. EIGHT. No person or persons shall benefit hereunder unless such beneficiary shall survive me for a period of at least thirty(30)days. NINE: In the event of a common disaster causing the death of myself, my spouse and all of my children and grandchildren, without surviving issue, all within a period of thirty (30) days, and no other disposition of the residue of my estate is directed by this Will, then in that event only, I give, devise and bequeath the rest, residue and remainder of my estate, real and personal, to be divided equally, per stirpes, between the remaining heirs of my family, the respective identities of those heirs to be determined in accordance with the intestate law in effect in the 6 n Commonwealth of Pennsylvania at the time of my death and the remaining heirs of my spouse's family, the respective identities of those heirs to be determined in accordance with the intestate law in effect in the Commonwealth of Pennsylvania at the time of my death. TEN. No beneficiary may assign or anticipate his or her interest in any income or principal held or distributable hereunder; and no beneficiary's creditors may attach or otherwise reach any such interest. ELEVEN. If any person or institution entitled to share in any distribution under the terms of this my Last Will and Testament becomes an adverse party in any proceeding to contest the probate of this Last Will and Testament, such person or institution shall forfeit his, her or its entire interest inherited hereunder and all provisions in favor of such person or institution shall be declared void and of no effect. The share of such person or institution so forfeited shall be distributed as part of the residue pursuant to Paragraph Three G. hereof except that if such person or institution is entitled to share in the said residue, that interest shall be distributed proportionately to the other residuary distributees. TWELVE. The validity and administration of any trust established hereunder and any question or disputes relating to the construction or interpretation of any said trusts shall be I 7 governed and construed in accordance with the laws of the Commonwealth of Pennsylvania. l� IN WITNESS WHEREOF, I have hereunto set my hand and seal this d y of 995. Z�jj If hL_e2�SEAL) '��-'-'—FAYE.kcCOY Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. 8 y Y ACKNOWLEDGMENT AND AFFIDAVIT WE, FAY E. McCOY, CHERYL L. CLELAND and TERESA M. HENRY, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. 49Y E.McCOY Ag%—ERYLLXLE TERESA M.HENRY COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by FAY E. McCOY, the testatrix herein and subscribed and to efore me by CHE L. CLE and TERESA M. HENRY,witnesses,this�iamy of $ 1995. fine ra a�ugTi;'I�o�ary Publi Cadisle B ro,Cumberland County My Commission Expires Aug.14,1999 Member,pennsyivaniaAsodedonotNoWds ORRSTOWN BANK A Tradition of Excellence August 22,2013 Irwin&McKnight,P.C. Law Offices West Pomfret Professional Building 60 West Pomfret St Carlisle. PA 17013 Fax: 717-249-6354 Re: Estate of Faye E McCoy Social Security Number 205-09-9176 Date of Death 4/27/2013 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE FOLLOWING ACCOUNT WITH ORRSTOWN-BANK: CHECKING ACCOUNT Account No: 106800696 Account Type- Money Market Account Title- Fay E McCoy Date Opened- 08/24/2010 Balance- $48,258.66 Accrued Interest- $7.14 Best Regards, 4V Lisa R.Kline Deposit Processing Clerk III 2695 Philadelphia Avenue •Chambersburg,PA 17201