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Home My WebLink About09-05-95 .-.~. ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE OFFICE OF LEGAL COUNSEL 1403 State Office Building 300 Liberty Avenue Pittsburgh, Pennsylvania 15222-1210 TELEPHONE NUMBER 14121565-2551 EOWARD P. CAREY: 565-5366 JASON W. MANNE: 565-5220 JEFFREY P. SCHMOYER: 565-2520 August 30, 1995 Mary C. Lewis Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: ESTATE OF CHARLES YOHE Dear Ms. Lewis: Enclosed are the tax forms for the small estate of Charles Yohe who died at Harrisburg State Hospital on June 18, 1995. Enclosed also are two checks; one for $15.00 for fees and one of $174.69 for inheritance taxes. Please send these forms to the Department of Revenue. When I receive the Notice of Approval, I shall submit to Judge Sheely a Petition for a Distribution Order. At that time, I shall send you another check for $17.00 for fees. When the Judge signs the Order, please send me a copy. Sincerely, ~/~ Edward P. Carey Regional Counsel EPC/ts c: reading file file 00 ~ a~~ \0 1..;. :0 C,-j ,.- ". --. ~ --0 .',.. '._-t ""'~,.. ~ ~~. -- ~.~ -' M $ Bd 'JAj'/' ;/-1,"'0' REV-1500 ~X+ (7-94) , '* LU .... ~:!CO ua:~ LUa..U ::cClCl Ua:..... tllD c z: Cl t= c .... ~ :IE Cl u >C C .... 1-5--3-1- / INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FilED IN DUPLICATE WITH REGISTER OF WillS) .... Z LU Cl LU U LU Cl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT, 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Yohe Charles SOCIAL SECURITY NUMBER DATE OF DEATH 189-09-4689 6-18-95 (IF APPlICABlEI SURVIVING SPOUSE'S NAME {LAST, FIRST AND MIDDLE INITIAl) e FOR DATES OF DEATHAmR 12/31191 CHECK HERE IF A SPOUSAL POVERTY CREDIT IS CLAIMED 0 FILE NUMBER COUNTY CODE '7f{ Lf<l1 NUMBER DECEDENT'S COMPLETE ADDRESS YEAR 162 East Penn Street Carlisle, PA 17013 Coun Cumber land AMOUNT RECEIVED (SEE INSTRUCTIONS' Qg 1. Original Return 0 2. Supplemental Return o 4. Limited Estate 0 40. Future Interest Compromise (for dates of death after 12- 12-82) o 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) ...,,~;..~,...., NAME . .... COz: LULU a:Cl a:z: 82 EDWARD P. CAREY TELEPHONE NUMBER 565-5366 z: Cl t= ~ :::I .... 0: c u w a: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages and Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) (Schedule l) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses, Administrative Costs, Miscellaneous Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 15. Spousal Transfers (for dates of death after 6-30-94) See Instructions for Applicable Percentage on Reverse Side. (Include values from Schedule K or Schedule M.) 16. Amount of Line 14 taxable elr 6% rate (Include volues from Schedu,e K or Schedule M.) 17. Amount of Line 14 taxable:, 15% rate (Include values from Sched, e K or Schedule M.) 18. Principol tax due (Add tax "m Lines IS, 16 and 17.) 19. Credits Spousol Pover-:redit Prior Payments + o 3. Remainder Return (for dates of deoth prior to 12-13-82) o 5. Federal Estate Tax Return Required - 8. Total Number of Safe Deposit Boxes (1 ) (2 ) (3 ) (4 ) (5 ) 44?7 SR (6) (7) (9) 3201. 69 (10) (15) (16) (17) 1225.89 Discount Interest + 20. If Line 19 is greater than L '. 18, enter the difference on Line 20. This is the OVERPAYMENT. III 0 ..:nII...&.II...... 21. ore requesting 0 refund of your overpayment If Line 18 is greoter than L A. Enter the interest on r B. Enter the total of Line Make Check Payal. >>>> 8E SURE Under penalties of perjury, I declare that I ha' it is true, correct and complete. I declare that based on all informatkm of which preparer he SIGN TU F PERSON RESP LE FOR FILING RETU of Legal Counsel Office Bu;t.lding=? Penns Ivania 15222 4427.58 (8 ) 3201.69 (11) (12) (13) (14) 1 ?2S.RQ -0- 1225.89 X.__ x .06- x .15 _ 183.88 (18) ] 83.88 (19) (20) 9.19 -0- (21) (21A) (21B) 174.69 -0- 114.69 19, enter the difference on Line 21. This is the TAX DUE. "alance due on Line 21A. and 21 A on Line 21 B. This is the BALANCE DUE. to: Register of Will., Agent 'ANSWERAUQUESTION5ON___'~._~_ examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, real estate has been reportea at true market value. Declaration of preparer other than the personal representative is my knowledge. ADDRESS ~XlMF. XIS XlBO'VE ADDRESS DATE DATE Ad '48 of 1994 provide. for the redudion of the tax rate. imposed on the net value of transfen to or for the use of the .pouse. The rate. a. pre.cribed by the statute will be: . 3~ (.03) will be applicable for ..tate. of decedents dying on or after 7/1/94 and before 1/1/96 . 2~ (.02) will be applicable for e.tate. of decedent. dying on or after 1/1/96 and before 1/1/97 . 1~ (.01) will be applicable for estate. of decedent. dying on or after 1/1/97 and before 1/1/98 eSpousal transfen occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS. d. r~elve the promise for life of either payments, benefits or care' ....................................... YES NO X X X X X X X 1. Did decedent make a transfer and: a. retain the use or income of the property transferred, ....................................................... b. retain the right to designate who shall use the property transferred or its income, ............... c. retain a reversionary interest; or ......... .................... .............................. ............. ..... ...... 2. If death occurred on or before December 12, 1982, did decedent within two yean preceding death transfer property without receiving adequate consideration' If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration'................................................................................................... 3. Did decedent own an 'in trust fori. bank account at his or her death'...................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~EV.1508 EX + (2.87) ~ COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX R~URN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS AND MISCEllANEOUS PERSONAL PROPERTY I Please Print or Type FilE NUMBER ESTATE OF Charles Yohe (All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. ConSenTed Social Security Benefits 2257.89 2. Burial Fund 2169.69 TOTAL (Also enter on line 5, Recapitulation) S 44?7 58 (Attach addi:ional 8Y," X 11" sheets if more space is needed.) RE~-151l EX+ {7-88J ESTATE OF ITEM NUMBER ~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Charles Yohe A. Funeral Expenses: B. 1. Hancock Funeral Home Administrative Costs: 1. SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Type FILE NUMBER DESCRIPTION AMOUNT 3169.69 Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2. . Attorney Fees 3. Family Exemption Claimant 4. C. 1. 2. 3. 4. 5. 6. 7. 8. - Relationship Address of Claimant at decedent's death Street Address City Probate Fees State Zip Code Cumberland County Register of Wills Cumberland County Clerk of Orphans' Court Miscellaneous Expenses: 15.00 17.00 TOTAL (Also enter on line 9, Recapitulation) $ 3201. 69 (If more space is needed, insert additional sheets of same size.) ~EV.1513 EX+ 12.871 ~ ~ COMMONWEALTH OF P~NNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Charles Yohe FILE NUMBER ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: 1. Ehma Myers Aunt 100% South MJuntain Restoration Center 10058 MJuntain Road South MJuntain, PA 17261-0264 Attn: Judy Wagaman ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) S (If more space is needed, insert additional sheets of same size) - r , 30(01/91) 162258 6105-1194 MONWEALTH OF PENNSYLVANIA ARTMENT OF PUBLIC WELFARE ICE OF LEGAL COUNSEL I STATE OFFICE BLOG L1BERlY AVE SBURGH PA 15222-1210 ... ., ! ,"'.-;oroeo. .Cj v, I, . I '9. ~TP _L~ C. Jil Ct' ,,,,:, ,..(J., PA --...""'., """'--"'""'~""""-""''''''~.,.-..,._._.,,,~~-.,-_.,.,-,._,.- 1"-...,...,.., - t '" I" V ., i. _,:,..: ;.~!C'l {)7 j':' 'ij('l ~"""'-I~re ';'cc;;;lU Ii H~q:Oil "J." ., ", . ::01 ~t?te (I'';:>; Euilding ~Jh) LiDcr't',/ :~ -'J:.:;"':, i? Pinsburnh.' ,:~~--":~2 RC\)Q USPS r~ c. LEX~7IS REGISTER OF WILLS O".M3ERIAND COONrY C<XJR1'HJUSE 1 axJR1lIOUSE SQUARE ~RLISLE PA 17013 ',"IU., ,IlJ. IIntnrt,t, I ,.1,1 d. / - J"y ~ ~JY7 t. _ " . .'~~' _ _ _. _ _ __. _'. /.:---:; b U^>~;\:.~~" >:-i~' ;:~T~;; 1$f~3~;is:i~~;~~,'i~$'~,1 '; r j~ "'-E6~:i3"~:~().,.'i. . ."~, !~ lllll1ulll1 III H III I' II. Jul. flIIIII ,-- - - - ----- - - - - - - -~-- - -.....- .--'- - -- - - - -- - -- - - - - - - - - - - - - - - -- -- - - ---- -- o NO. AA 082108 OFFICIAL RECEIPT . REV.1162 EX (4.94) RECEIVED FROM: i ACN ASSESSMENT r:t CONTROL ~ NUMBER AMOUNT EDWARD P CAREY DPW OFFICE OF LEGAL COUNSEL 1403 STATE OFFICE BUILDING PITTSBURGH, PA 1~2e2 101 .171.+.b~ - FOLD HERE Fe ESTATE INFORMATION: r:. FILE NUMBER ~ 21-1978-0489 !:It NAME OF DECEDENT (LAST) ~ YOHE CHARLES IJ DATE OF PAYMENT m POSTMAR DA E COUNTY BeN 189-09-4689 (FIRST) (MI) RLAND m TOTAL AMOUNT PAID .174.69 CW REMARKS SEAL EDWARD P CAREY ESQ DPW OFFICE OF LEGAL COUNSEL CHECK" 18619 REGISTER OF WILLS ", j, . -" RECEIVED BY ,/! //)./), ! (, . '. f SIGNAT~RE ; /'. MARY C. LEWIS' ,- REGISTER OF WILLS .-' J J ...-- - -- - - ---_.- - ---.---"""---- -- """--- --- -..----.............- -----------------