HomeMy WebLinkAbout05-25-83
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REV.1500 EX + (9-B1)
BUREAU OF EXAMINATION INHERITANCE TAX RETURN
PENNSYLVANIA DEPARTMENT OF REVENUE
~.. . - .. , RESIDENT DECEDENT
P.O. BOX 8327 1/-<1.1'1-3 file Number 21-78-26
HARRISBURG~ PA 17105
Decedent's Name (Last, first, and Middle Initial) Decedent's Address
DECEASED MEALS .1 PHILIP T. Cumberland County Nursing Home
Social Security Number Date of Death Carlisle, R.D. Pa.
I Mareh 17 1982
- CHECK 1. Original Ret~rn~ 2. Supplemental Return 0 3. Remainder Return 0
APPRO. I
PRIATE I 4. Life Estate 0 5. federal Estate Tax 0
BLOCKS Return Required.
6. Decedent di~d testate 0 7. Decedent maintained a living 0 B. Number 01 sale deposit 0
(Attach copy 01 WilO trust (Attach copy of trust! boxes inventoried
CORRE. All correspondence and conlidential tax inlormation should be directed to:
,
SPONDENT Name \ . Address Market Square Building
John M. Eakin
Telephone NO., CitY Meehan; esbur" Stata Pa zip1705
Recapitutation 1 .. 05
$ 2,000.00 r''''
~-1 ~~
1. Raal Estate (Schedule A) ( 1) ~;::..~ v.J
2. Stocks a~d Bonds (Schedule B) ( 21 ~~ ~0>
:3: ~C>
Closely Held Stock/Partnernhip Interest (Schedule CI ft.i" = ",,,,
3. ( 31 ..... -< -<0
r-,.'''' 1""';rrJ
Mortgages and Notes (Schedule D) ~-~
4. ( 4) ,.. N -0 {;.~
~....--.: :3. ~.. "':'
5. Cash & Miscellaneous Personal Property ISchedule EI I 5) 3,724 19 ":~~ ..,
RECAPIT. 6. Jointly Owned Property (Schedule F) ( 61 " .1
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UlATION 7. Translern (Schedule GI ( 7) - -c ,
.
8. Total Gross Assets (total lines 1,7) I 81 :;';:S,72'[(19
AND 9. Funeral Expenses Administrative 'C'osts/Miscellaneous
Expenses ISchedula HI ( 91 S 3,428.00
TAX 10. Debts/Mortgages/Liens (Schedule Il (10) :;
11. Total Deductions Itotallines 9 & 10) (11) 3,428.00
12. Net Value 01 Estate !line 8 minus line 11) (12) 2.476.19
CALCU. 13. Charitabl~ Bequests (Schedule J) (131
LATlON 14. Net Value subjectto tax Uine 12 minus line 131 1141 2,476.19
I
Computation of Tax
15. I . (15) x.06=
Amount of line 14 taxable at 6% rate
(include values lrom Schadule K)
16. Amount of line 14taxableat 15% ratl. 1161 $ 2.476.19 x.15= 371.43
(include values lrom Schedule KI
17. Principal tax dua (add tax Irom line 15 plus tax from line 16) (17) 371.43
18. Total Prior payments:
lal IAmount Paid
(bl (PlUS Discount
leI lMinus Interest 32.60 (18)
19. Balance OUIi,lline 17 minus line 181 (19\ 404.03
Make Check Payable to: Register 01 Wills, Agent
I ... PLEASE RECHECK MATH'"
5
Under penalties of perjury,ll d~clare that I have examined this return, including accOmpanying schedules and statements, and to the best 01 my knowledge
and belief, it is true, correct, and c~mplete. Declaration of preparer other than the personal representative is based on all information of which preparer has
any know ~ (1/, nd.1.J 'f~& ~.'.I..fJJ 2J~Jnag"l3
F PERSON()IltEPRESENTATIVElSI ~H DATE
.j u~~n
'-J DATE
1
COMMONWEALTH OF PENNSYLVANIA
lNHERlTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF 1
PHILIP T, MEALS
REV.l5m E)(+ (9-81)
SCHEDULE "A:'
REAL ESTATE
FILE NUMBER
21-78-26
(All property Jointly-owned with Right of Survivorship must be disclosed on Schedule "F")
ITEM I VALUE AT DATE
NUMBER I DESCRIPTION ASSESSED VALUE OF DEATH
1. 5 acres, mountain land-Silver Spring
Township, Cumberland County, sold by
order of court dated September 14, 1982 $ 2,000.00
I
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I
,
,
.
,
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1
.
\ $ 2 000.00
TOTAL (Also enter on line 1, Recapitulation)
I
(If more space is needed insert additional sheats of same sIze)
RfV-l508 EX+ (9-81)
.
COMMONWE~LTH OF,PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
.
SCHEDULE "E"
CASH AND MISCELLANEOUS
PERSONAL PROPERTY
ESTATE OF I
PHILIP. T. MEALS
FILE NUMBER
21-78-26
ITEM
NUMBER
(All property jolntly..owned with the Right of Survivorship must be disclosed on Schedule "F")
I
VALUE AT
DATE OF DEATH
DESCRIPTION
1.
2 .
3.
4.
5 .
6 .
7.
8.
.
U.S. Series E
i Date
'July, 58
Sept. 58
Oct. 58
Nov. 58
Jan. .59
Feb. 59
Apr. 59
Bonds - $25.00 denominations
Value
$59.41
59.41
59.41
56.99
58.48
,58.48
58.48
$
410.66
Checking Account 140-297-3. First Bank & Trust Co,
of Hechanicsburg ,
.
Cumberland County Nursing Home, Guest Fund.
Federal Employee's Life Insurance, Policy paid to
Estate.
i
Cumberland Valley
,
Cumberland County
los 1: property.
,
Old Oak Insurance Co., Refund of Premium
!
Cash
405.81
302.67
1,529.05
24.00
Coop- Patronage Dividends
Nursing Home, Feimbursement
for
210.00
22.00
820.00
f
,
.
$ 3 72[,.10
TOTAL (Also enter on line 5, Recapitulation)
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(If more space Is needed insert additional sheets of same size)
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John Eakin, Esquire
Maih & Market Street
",MeC1h, anicsburg~ Pa. 17055-
, Re:
Dear Mr. Eakin:
I In.answer to your request of April 26, 1982, the information
,is as follows:
,I ' ' , ' ,
Checking Account #140-297-3, in the name of Philip T. Meals
.
Balance as of' the date of death: $405.81.
/
st
Bank and Trust 'Co.
MECHANICSBURG, PENNA. 17055
1
'.
April 26, 1982
"""""
Philip T. Meals
Date of Death:
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March 17, 1982,
'~''''.-
Very truly yours,
~' '
., ,) , ' ,
/(/0""73<, '. I.../
H. f~seph Deeds '
Operations Officer
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",V.'510'X+ ('.81) I
COMMONWEALTH O~ PENNSYLVANIA
INHERliANCE TAX RETURN
RESIDENT D~CEDENT
ESTATE OF I
PHILIP T. MEALS
SCHEDULE "G"
. TRANSFERS
FILE NUMBER
21-78-26
I
1. Did decedent make any lifetime transfer of property without receiving a valuable and adequate consideration which was
to take effect in possession and enjoyment at or after death, or in which the decedent retained either:
I .
a. the possession or enjoyment of or the right to income from the property transferred? or,
I
b. the right to designate the persons who shall possess or enjoy the property transferred or income; or
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c. a reversionary interest?
--------,----- - -- - - - - - ---- ------
2. Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to,
or for the benefit or care of, decedent?
________1-___ _ ___________ ______ ___
3. Did decedent, at any'time, transfer property, the beneficial enjoyment of which was subject to change because of a
.
reserved power to alter~ amend, or revoke, or which could revert to decedent under terms of transfer or by. operation of
law? I .
YES NO
x
11:
x
x
---------'------------- ----- -----
I
4. Did decedent within two years of death transfer a material part of his or her estate without receiving a valuable and
adequate consideratio&n? '
_ I X
,...,........--- -- - - - -~ ------- - ----- - ---
I DECEDENT'S DOLLAR VALUE
ITEM ASSESSED TOTAL VALUE % OF DECEDENT'S
NUMBER DESCRIPTION OF PROPERTY VALUE OF ASSET INTEREST INTEREST
,
A. Real Estate:
1.
I
B. Personal Property:
1.
I TOTAL (Also enter on line 7, Recapitulation) $
.
IF THE ~i\ISWER TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW.
I
(If more space Is needed insert additional sheets of same size)
I
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REV.1511 EX+ (9-81)
ITEM
NUMBER
SCHEDULE "H"
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
j
PHILIP, T. MEALS
I
I
FILE NUMBER
21-78-26
DESCRIPTION
AMOUNT
A. Funeral Expenses:
1.
Myers Funeral Home
Gingrich Memorials - Marker
$ 2,242.00
245.00
I
I
1.
2.
B. Administrative Costs:
j
Personal Representative Commissions
i
Attorney Fees
.
John M. Eakin
I .
C. Miscellaneous Expenses:
Rekister of Wills, Letters Testementary
Death Certificate
Recorder of Deeds - Transfer Tax on land sale
Register of Wi1is, Filing Fee
Reserved to close estate, account, notary and
miscellaneous
22.00
9.00
20.00
10.00
100.00
300.00
300.00
1.
.
TOTAL (Also enter on line 9, Recapitulation)
$ 3,248.00
(If more space Is needed Insert addItional sheets of same size)
I
REV-151">+ 1'-81) t
COMMONWEALTH OF PENNSYLVANIA
rNH-EFutANl:E TAX RETURN
RESIDENT DECEDENT
.
SCHEDULE "J"
BENEFICIARIES
ESTATE OF
I
PHILIP, T.
I
MEALS
FILE NUMBER
21-78-26
ITEM I
NUMBER , NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT
A. Taxable Bequests:
1. Gretta Downey
Middletown, Pa. cousin entire estate
I
ITEM
NUMBER
)
NAME AND ADDRESS OF BENEFICIARY
AMOUNT
1.
B. Charitable Bequests:
t
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TOTAL CHARITABLE BEQUESTS IAlso enter on line 13. Recapitulation) $
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Of more space is needed insert additional sheets of same sIze)
'IHIDa .::> x:JIDfN
I""' olll 'no,{ lUlOdd" PU" o.]njljSUOJ 'U!"PJO Sluosold "5O'll ,{q op I pUV
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I, PHILIP T. MEALS, of t~hc 'J.'ChJn:-3h:Lp of Silver Spring, COU11ty
,'. . I
of Cumbel"'land Cind State:: of Penn:3ylvania, "heing of sound and dis-
posj,ng mindt memory and undel'st,and:i.ng, do make" publish and de-
clare this ~y Last yhll iJnd Testament, hereby revoLing and making
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void any iJnd all prior Vlill~,i h:l me at any t:imcc hccretofore made.
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I direct th'2 payment oJ all lilY ;jUGt debts ,md funer,.;1 expe.nses
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. .as soon after my clece33e Cl2, the :';;JllIe can convenierryly.7be' done.
2.
''''''''~J!~:~';'''''
I. give,' clevi3e 2nd bequeath my entire estate, real, personal
and mixed,.to my cOlJ,s:Ln, Gretta Downey, absolutely and uncol1ditional1y.
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. ,1'. nominate, constitute and appoint The First Bank and .T:rust
Company of rlilChaniCSbUrg, Fa., E~xecutor of this my,Last Will and
t"',m,nt. I .. .
. . IN WITNESS WHEREOF, :r havG hereunto sot my hand and seal this
.~ I >J.~ .' Ly of }'Y\ c0~~
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1 JJ tyrtJit'V", <. / 1(/"""
Ph~lip T. ]\!leals
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to .'
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, . ," $:i.i.;ncc1.,'- ~;.8aled" publ:Ls}y:;(j ~~ no c.!ec la:red by tlle above named
Pi1:iU.p '1'. 1-1,.oa1s, as and for h:is La~,t i~j11 and TestamGnt, inthe .
. presence" of L!? w-h? .have f:',ub:~cribed our YicilneS hereto as vlj.tne-sses,' .....
at. the requec;t; of sa'Ld test,,,t.('T, in hL, prrc,sence and in the .presenc8
of eachotholl" ...;:; ,,"
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