HomeMy WebLinkAbout12-19-13 J 15�561�140
REV-1500 EX (02-11)(FI)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
Po Box 2so6o� INHERITANCE TAX RETURN 2 1 1 3 ��Z(��j
Harrisbur4 PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
1 9 5 1 6 4 6 7 4 0 7 2 1 2 0 1 3 0 9 1 9 1 9 2 4
DecedenPs Last Name Suffix DecedenYs First Name MI
M Y E R S J R G L E N N A
(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
� 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)
� 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 Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephon9;t�tl�mber
�
C H R I S T 0 P H E R E • R I C E 7��7 2 ,�'.�3 �r� 4 1
.-:r f_., �'� c,
C:3 -. __
r�T�RE6ISTER O ILLS,Y�E�9fILY
I `:.` .�' rt— � t ; r�"7 �
1�1 �f� < R--7
First Line of Address � "� v- = �
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1 0 E A S T H I G H S T R E E T ' , ; -��'
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' ' : :; r�; � _ r��� I
Second Line of Address � t-
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City or Post Office State ZIP Code I DATE FILED _ �
C A R L I S L E P A 17 0 1 3
CorrespondenYs e-mail address: CRICE(a�MARTSONLAW.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.
SIGNATURE O[SP�ESP ��LE FOR FI G RETURN DATE
� O .�( �l-� l /Z- rCo - �3
L�� ��
ADDRESS
398 PETERSBURG ROAD CARLISLE PA 17015
SIGN E PREPARER OTHER THAN REPRESENTATIVE DATE
C��� S� /�_ /z - /� � �-�
ADDRESS
10 EAST HIGH STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505610140 1505610140 J
� 1505610240
REV-1500 EX(FI) Decedent's Social Security Number
DecedenYs Narr�e: G L E N N A - M Y E R S� J R 1 9 5 1 6 4 6 7 4
RECAPITULATION
1. Real Estate(Schedule A) � • � �
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2• 0 . � �
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) ❑ Separate Billing Requested . . . . . . . 6. 4 7 7 5 � . � o
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) � Separate Billing Requested . . . . . . . 7. � . � �
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 4 7 7 5 � . � �
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . .. . . . . . . 9• 1 6 8 6 . 2 5
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . . . . . . . . . . . . 10. 0 • � �
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . 11. 1 6 8 6 . 2 5
12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . .. . . . . . . . . . . . . . . . . . 12• 4 6 0 6 3 . 7 5
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. 4 6 0 6 3 . 7 $
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.0 _ � . 0 0 15. � . 0 �
16. Amount of Line 14 taxable
at�inea�rate x.oa5 4 6 0 6 3 . 7 5 �g, 2 0 7 2 . 8 7
17. Amount of Line 14 taxable
at sibling rate X.12 � . � � 17. � . 0 0
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 0 0 18. 0 . 0 0
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 2 � � 2 • 8 7
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Side 2
� 1505610240 1505610240 J
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address: 2i i3 0
DECEDENT'S NAME
GLENN A.MYERS,JR
--- --
-- ___
STREET ADDRESS
398 PETERSBURG ROAD
__ -- ----
CITY i STATE i ZIP
CARLISLE I PA i 17015
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 2,072.87
2. Credits/Payments
A.Prior Payments
B.Discount
Totai 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 ovai 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) 2,072.87
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 ...................................................................... ❑❑ a
b. retain the right to designate who shall use the property transferred or its income ............................... X
c. retain a reversionary interest ..................................................................................................... ❑ �
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ❑ 0
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?.................................................................................................. ❑ ❑X
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 decedenYs lineal beneficiaries is 4.5 percent,except as notetl in p2 P.s.§s��s(a)(�)].
• The tax rate imposed on the net value of transfers to or for the use of the decedenYs 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-1509 EX+(01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
tNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
GLENN A.MYERS,JR 21 13 0
If an asset was made jointly owned within one year of the decedenYs date of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A.Glenn A.Myers,III 398 Petersburg Road Son
Carlisle,PA 17015
B.
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 8/20/07 Real estate located at 398 Petersburg Road, South Middleton 95,500.00 50. 47,750.00
Township,Cumberland County,PA,known as Tax Parcel No.
40-25-0060-002,being described in Deed dated 8/20/2007,and
recorded in Cumberland County,PA,Deedbook 200737878.
See attached Deed and tax assessment.
TOTAL(Also enter on Line 6,Recapitulation) S 47,750.00
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
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GLENN A.MYERS,JR 21 13 0
DecedenYs 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
Year(s)Commission Paid:
2. AttomeyFees Martson Law Offices 1,671.25
3, Family Exemption:(If decedenYs address is not the same as claimanPs,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees:
5 Accountant Fees:
6. Tax Retum Preparer Fees:
7, Register of Wills,Inheritance Tax Return filing fee 15.00
TOTAL(Also enter on Line 9,Recapitulation) $ 1,686.25
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:
GLENN A.MYERS,JR 21 13 0
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 outr'�ght spousal distributions and transfers under
Sec.9116(a)(1.2).]
1. Glenn A.Myers,III Lineal 46,063.75
398 Petersburg Road Sch.F,Item A
Carlisle,PA 17015
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.
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
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.
,_ •
h hIIJS l:xr.0 Raii f.,i.ue I iKna I:soa;DI'F".D�.pd
Parcel No. -�0-2�-0060-OU2
DEED
v1ADE TE-{E 20'� day of August, 2007.
f3E'I�WEEN GLENN A. MYERS, JR. widower, of Cumberland County, Pennsylvania,
hereinafter referred to as:
Grantor,
and GLENN r1. vIYERS, JR. and GLENN A. �tiIYERS, [II, of Cumberland County,
Pennsylvania, holding title as joint tenants with ri�ht ot'survivorship, hereinatter referred to as:
Grantees,
In consideration of UNE �1ND 00/100 ($1.00) DOLI.AR, the receipt whereof is hereby
a�knowledged, the Grantor does hereby grant and convey to the Grantees, his heirs and assigns:
nLL that certain lot of �round situate in the Cownship of South Viiadleton,
Cumberland County, Pennsylvania, bounded and described as follows:
ON the North by property formerly of Donald W. I.indsey, et ux, now of Robert
Garman, et ux; on the E�ast by the Petersburg Road; on the Suuth by property
forn�erly of Albert Lindsey, c;t ur, now of Charles Becker, et ur; and on the West by
property formerly of Paul Morris,et ux,now of Union Quarries; E{AVING a frontage
of One Fit�ndred (100) feet on the Pctersb��rg Road and extending in depth 'Three
!Iundred �Il�irt}�-ei�ht and C���o-tenths (338.?) feet tu land ot�l.`nion Quarries.
l l:\VI�G thcrcun �rcctcd a lu� bun�alu��.
13t:1�G thc S��uthcrn On� I lun�ir��1 ( lUl)) t��t uCf.��t �u. �' ��t�a l'lan ��t�l.��ts I.nu���n �
as Ottu's .�cre Pluts, ,ai�1 PlAll ���I11� ft'l'l)CC�I'l� lll lllt;�)Illl'l'OC Illc: IZl'l'l)I'lIc'C llI Ul'l'l�5
in an�1 Cur C'�imb�clana Cutint�, P�nns�l�ania, in Plan f3uuk ���. 3, Pa;�� �)1.
I31:ING thc s�im� �1"CI111SCS RIIICII Cil�llil f�. �-t�crs. .lr., and l:�iith J. �l�trs, his ��ife,
b� th�ir�i�c�i�iat�ci '�la� 13. 1967.�uui r�cc�r�l��i in th�Cumb�rlan�i Count� Rc:coi•cicr
�� F � ��m I
of Deeds in Deed Book "I"., Volume 22, page 5�9, granted and conveyed to Glenn
A. i�lyers, Jr., �nd Edith J. �lyers, his wife. Edith J. tit}�ers died on March 23, 2002
vesting sule title in Glenn A. :�lyers, Jr., �rantor herein.
AND the said Grantor hereby covenants and�grees that he will warrant specially the property
htreby conveyed.
"I'HIS"I'Rr1NSFER IS FRONI FATHER TO FATHER AND SON AND IS TEIEREFORE EXEMPT
FROM PENNSYLVANIA REAL"fY TRANSFER TAX.
l�' �� I I��,�I�.SS �1��1 [}:[Zl:Ol�. saia Grantur has hcr�unto s�t his hana and S�al thc dav and v�ar tirst
uh���� ��ritt�n. . ,
tilC��l�:l). �1�:.�\l.l�:l) :��i[) DI:I.IVt:RI:U
l'� I llk: 1'lZl:SI::�Ct: O!�
��.�.;�----�"_ /z`.�' ���_���Y__ .���.>
-- Glenn A. M �ers. Jr. ���
y
(.'O�1�1Oti W 1�:�1L�1�11 Ol� Nf:�;NSY1.VnNlA )
): 55.
C.'Ol:��l�Y O}� CUMBf:RI_ANl) )
On this, thc��`�aay of �S� 20U7, betore me, the undcrsi�ncci �t�ticcr,
p�rsunally appcarcd Glenn A. �'lyers, Jr., k� wn to me or satisfactorily proven to bc the persons
�r husc names are subscribecl to the within instrument,and acknowled�ed that they��cecutcd th��ame
lur th� purpuscs thcrcin contained.
l!v WI"I�N�?SS WtIF.REOF, 1 hereunto set my hand and �-fticial seal.
----- `G -- ��%"`� ISEA[,)
Notary Public
. ;.\ ' _y L`V� ( _��.�.:.,�,� ,5 �'.�i
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' { il .�. .�.li.� .h i.' �C'.:..'1 . .��..,����, 1
, �`,I`i . .. .. . . .,. . .
I hereby certify that the precise residence and complete post oftice address of the within
Grantees is
�� �✓�' l . �'G�w..�
.�lttorney for Grantees (v�I�S)
MARTSON DEARDORFF WILLIA�IS OTTO GILROY c4t Fr1LLER
MARTSON
LAW OFFICES
10 E.�sr Hu:n 5 rHt:F:r
C�tt�.�.�.t:.NE:�����.� ���.� I"013
Ta:�.r:Nnu.�f: "1'-'_�3-33�1i
F.�c snni.t: ;1',-2�3-18;U
I�Tf:R.�f:r �rw��.murtsunlaw.cum
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ROBERT P. ZIEGLER
RECORDER OF DEEDS ""-�
.. ���.��':.:....
CUMBERLAND COUNTY " '�'�==�-'�'�-����^,�
1 COURTHOUSE SQUARE �� ^�., _~� ��'
CARLISLE, PA 17013 � � � � �� _
, - a_ � y �
717-240-6370 � _ � � � �
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Instrument Number-200737878
Recorded On 10/1/2007 At 1:52:24 PM *Total Pages- 5
*Instrument Type- DEED
Invoice Yumber-�727 User ID-AF
*Grantor- NIYERS, GLENN A JR
*Grantee-MYERS, GLENN A JR
*Customer-MARTSON
*FEES
STATE TRANSFER TAX $0.01 Certification Page
STATE WRZT TAX $0.50
STATE JCS/ACCESS To s�o.00 DO NOT DETACH
JUSTICE
RECORDING FEES - $11.50
RECORDER OF DEEDS This page is now part
AFFORDABLE HOUSING Sii.50 of this legal document.
COUNTY ARCHIVES FEE $2.00
ROD ARCHIVES FEE $3.00 •
SOUTH MIDDLETON SCHOOL $0.01
DISTRICT
TOTAL PAID $38.52
I Certify this to be recorded
in Cumberland County PA
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1�, I'''' °` RECORDER O D EDS
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, 1750
*- Information denoted by an asterisk ma} change during
the verification process:�nd may not be reflected on this page.
00064P
IIIIIIII!IIII!IIIIIIIIIII
Property Mapper
Cumberland County, PA
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Copyright 2011 Esri. All rights reserved. Mon Aug 26 2013 03:49:27 PM.
398 PETERSBURG ROAD
PIN: 40-25-0060-002
Deedbook: 200737878
Owner: MYERS, GLENN A JR
Land Use Code: 101
Property Type: R
Acreage: 0.78
Square Feet: 1000
Taxable Status:T
Clean &Green Status:
Land Assessed Value $: 52200
Building Assessed Value $: 43300
TotalAssessed Value $: 95500
Sale Price $: 1
Sale Date: Sun Sep 30 2007 08:00:00 PM
Year Built: 1956
Municipality: SOUTH MIDDLETON TWP
Height in Stories: 1
Type of Dwelling: DETACH
Primary Exterior: Log
Basement Percentage: 25
Air Conditioning: NO
Total Rooms: 5
Bedrooms: 2
Full Bath: 1
Half Bath: