HomeMy WebLinkAbout06-28-06 (2)
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15056041114
REV-1500 EX (06-05)
OFFICIAL USE ONLY
County Code Year
File Number
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-~~l
!.~ ,',-
) I,.
Date of Birth
199-07-4208
06222005
05131919
Decedent's Last Name
Suffix
Decedent's First Name
MI
RICE
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
LORETTA
1.
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
[X] 1. Original Return D 2. Supplemental Return
D 4. Limited Estate D 4a. Future Interest Compromise (date of
death after 12-12-82)
D
D
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
[X] 6. Decedent Died Testate
(Attach Copy of Will)
D 9. Litigation Proceeds Received
D
D
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10 Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
1
8. Total Number of Safe Deposit Boxes
D
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
ROBERT M. FREY
Firm Name (If Applicable)
717-:243-5838
REGISTER OF WILLS USE ONLY
FREY AND TILEY
First line of address
5 SOUTH HANOVER STREET
Second line of address
City or Post Office
State
liP Code
DATE FILED :.
CARLISLE
PA
17013
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 p[l~ arer has an
. SIG~Ez.-~~~R,-~PONSI~ F ~~TURN
AD RESS
(1)179 FROST RO, (2) 801 MYERSTOWN RO,
SIGNATURE OtZJl'~~;~AN~PRESENTATIVE
ADDRESS ~
5 SOUTH HANOVER STREET, CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
GARONERS PA
DATE' I ~
(vL~ t t;
I
Side 1
L
15056041114
15056041114
---.J
--.J
15056042115
REV-1500 EX
Deoedent's Social Security Number
Decedent's Name: LORETTA I. RICE
RECAPITULATION
199-07-4208
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . .
1.
2. NONE
3. NONE
4. NONE
5.
6.
7. NONE
131960.00
1. Real estate (Schedule A) . . . . . . . . . . . .
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . .
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . .
6. Jointly Owned Property (Schedule F) DSeparate Billing Requested. .
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) DSeparate Billing Requested. . . . . . . .
26017.00
30627.00
8. Total Gross Assets (total Lines 1-7) .
. . . . . . .. . .. 8.
188604.00
9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . .
9.
14312.00
11. Total Deductions (total Lines 9 & 10) .
. . . . . . . . . . . . . . . . . . . . 11.
956.00
15268.00
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . 10.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . .. 13.
173336.00
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION - 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.O 0
16. Amount of Line 14 taxable
at lineal rate X .0 .i2-
17. Amount of Line 14
taxable at sibling rate X . 12
18. Amount of Line 14 taxable
at collateral rate X . 15
0.00
173336.00
15.
0.00
18.
7800.00
0.00
0.00
1 7 3 3 3 6 . 0 0 16.
17.
19. TAX DUE. . . . . . . . . .
. . . . . . . . . . 19.
7800.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
o
Side 2
L
15056042115
15056042115
--.J
REV-1500 EX Page 3 199-07-4208
Decedent's Complete Address:
DECEDENT'S NAME
LORETTA I. RICE
STREET ADDRESS
File Number
21..05-0580
888 MYERSTOWN ROAD
CITY
GARDNERS
STATE
PA
ZIP
17324
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
7800.00
Total Credits ( A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
109.00
Total Interest/Penalty ( D + E) (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)
109.00
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
7909.00
A. Enter the interest on the tax due.
(SA)
7909.00
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THIE APPROPRIATE BLOCKS
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; . . . . . . . . . . . . . . . .
Yes
o
o
o
o
o
o
o
c. retain a reversionary interest; or . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . .
2. 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 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
No
00
00
00
00
00
00
00
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 January 1, 1995, the tax rate imposed on th,e net value of transfers to or for
the use of the surviving spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. 39116 (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 twenty-one 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 zero (0) percent [72 P.S. 99116(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 four and one-half
(4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (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.
217
REV-1502 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Loretta I. Rice 21-05-0580
All real property owned solely or as a tenant in common must be reported at fair market 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 realsonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
DESCRIPTION
Real Estate, 888 Myerstown Road, Dickinson Township, Cumberland County
Real Estate, 1984 Zimmer Mobile Home
VALUE AT DATE
OF DEATH
119,060
12,900
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
131,960
...._..... ....... '.e--.'~ '_.' ~ r'o. -'--'.'_. \;__._,,_.. ._. ..~_.. 0 ...... ~. ~..~- -, .'--
THIS IS NOT A TAX BILL
MAILING DATE: May 10, 2004
District: 08 - DICKINSON TOWNSHIP
School..: CARLISLE AREA SO
Parcel Identifier:
08-43-2759-019.
888 MYERSTOWN ROAD
CUMBERLAND MEADOWS
LOT 2 PB 43 PG 29
Old Assessed Value 2004 New Assessed Value
(2000 Market x 100%) Market Value (2004 Market x 100%)
Land . 40,620 44,530 44,530
Buildings 77,870 74,530 74,530
TOTAL 118,490 119,060 119,060
2004 Clean and Green Values
Land NOT NOT NOT
Buildings APPLICABLE APPLIC1\BLE APPLICABLE
TOTAL
Clean and Green values apply to some farm and forest land. Such values
become effective only upon application and approval. All applications must be
received by the Assessment Office by 4:30 p.m. on October 15, 2004. Those
previously approved for Clean and Green do not need to re-apply.
Location:
TAXABLE
UNIT/LOT ID..: L-0002
Land Size....: 2.83 acres
property Type: R
Residential Building
I
Pennsylvania law requires that all real estate be valued as of the most recent county-wide reassessment. The last
reassessment, or tax base year, was 2000. Since the last reassessment in 2000, properties haw:] been assessed at 100% of
Year 2000 value (the "Pre-Detennined Ratio"). The new tax base year wiJJ be the Year 2004, with the new assessed values
becoming effective for the 2005 tax year. The Pre-Detennined Ratio remains at 100%. Your new assessed value equals your
Year 2004 market value.
When the new 2004 tax base is determined after this reassessment, all taxing districts are required by law to lower the
millage rate by the same proportion that the tax base went up. The law provides that in the first year after reassessment
(2005), the county and all townships and boroughs may not increase overaJ/ revenue on their existing taxbase by more than
five percent (5%) and school districts may not increase overall revenue on their existing tax base lJy more than ten percent
(10%). The county and the other taxing bodies will make these decisions next year, and may choose not to increase overall
revenue. Of course, some individual's taxes will go up or down by more than those percentages. The essential point is that
an increase in market values does not necessarily mean a corresponding increase in taxes. Individual changes in
taxes will depend upon a specific property's change as compared to the overall change for the taxing district.
The ESTIMATED impact statement printed below is our best estimate of change, based on 2004 COUNTY tax figures. THIS
ESTIMATE DOES NOT INCLUDE ANY BOROUGH, TOWNSHIP, OR SCHOOL DISTRICT IMPACT.
ESTIMATED COUNTY TAX IMPACT:
Current 2004 County mills =
Adjusted 2004 C,:)unty mills =
2.352
2.138
$
$
279
255
2004 County Tax BEFORE Reassessment.
2004 County Tax AFTER Reassessment.
. - ..------_._~' "- ~._~.~_.."'-~~--_.__..,. ".-'-"'-'---' .~..."... _. .~.'. ~ . ..,~ ...,-...;..- --.
THIS IS NOT A TAX BILL
MAILING DATE: May 10, 2004
Parcel Identifier:
08-43-2759-019.-TR05696
District: 08 - DICKINSON TOWNSHIP
School. .: CARLISLE AREA SD
890 MYERS TOWN ROAD
CUMBERLAND MEADOWS
; Old Assessed Value 2004 New Assessed Value
(2000 Market x 100%) Market Value (2004 Market x 100%)
land 0 0 0
Buildings 13,910 12,650 12,650
TOTAL 13,910 12,650 12,650
2004 Clean and Green Values
land NOT NOT NOT
Buildings APPLICABLE APPLICABLE APPLICABLE
TOTAL Clean and Green values apply to some farm and forest land. Such values
become effective only upon application and approval. All applications must be
received by the Assessment Office by 4:30 p.m. on October 15, 2004. Those
previously approved for Clean and Green do not need to re-apply.
Location:
TAXABLE
Land Size....: .00 'acres
ProPerty Type: T
Mobi:~e Home - No Land
Pennsylvania law requires that all real estate be valued as of the most recent county-wide reassessment. The last
reassessment, or tax base year, was 2000. Since the last reassessment in 2000, properti€1s have been assessed at 100% of
Year 2000 value (the "Pre-Determined Ratio"). The new tax base year will be the Year 2004, with the new assessed values
becoming effective for the 2005 tax year. The Pre-Determined Ratio remains at 100%. Your new assessed value equals your
Year 2004 market value.
When the new 2004 tax base is determined after this reassessment, all taxing districts are required by law to lower the
millage rate by the same proportion that the tax base went up. The law provides that in the first year after reassessment
(2005), the county and all townships and boroughs may not increase overall revenue on their existing taxbase by more than
five percent (5%) and school districts may not increase overall revenue on their existing tax base by more than ten percent
(10%). The county and the other taxing bodies will make these deci~ions next year, and may choose not to increase overall
revenue. Of course, some individual's taxes will go up or down by more than those percentages. The essential point is that
an increase in market values does not necessarily mean a corresponding increase in taxes. Individual changes in
taxes will depend upon a specific property's change as compared to the overall chan~le for the taxing district.
The ESTIMATED impact statement printed below is our best estimate of change, based on 2004 COUNTY tax figures. THIS
ESTIMATE DOES NOT INCLUDE ANY BOROUGH, TOWNSHIP, OR SCHOOL DISTRICT IMPACT.
ESTIMATED COUNTY TAX IMPACT:
Current 2004 County mills
Adjusted 2004 County mills =
2.352
2.138
$
$
33
27
2004 County Tax BEFORE Reassessment.
2004 County Tax AFTER Reassessment.
217
REV-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Loretta I. Rice
Include the proceeds of litigation and the date the proceeds were received by Ithe estate.
All orooertv iointly-owned with riaht of survivorshio must be disclosed on Schedule F.
FILE NUMBER
21-05-0580
ITEM
NUMBER DESCRIPTION
1 Adams County National Bank, C/D#154736
2 Adams County National Bank, Checking #2020653
3 1992 Chevrolet Pickup
4 1989 Buick Automobile
5 Household Contents
6 Refund, Blue Cross Insurance
7 Refund, Automobile Insurance
VALUE AT DATE
OF DEATH
20,051
2,104
2,000
950
500
285
127
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
26,017
~
ADAMS
COUNIY
NATIONAL BANK
October 20,2005
Frey & Tiley
Attorneys at Law
5 South Hanover Street
Carlisle, P A 17013
Re: Estate of Loretta I. Rice
Dear Mr. Frey:
The following information is being provided as per your request:
Acct. Type Account Account Accrued Ownership Date Date
No. Principal on Interest to Account Opened
D.O.D. D.O.D. Joint
Checking 2020629 $958.85 $.28 J1. wi Frederick D 4-25-01 8-14-00
Rice
Checking 2020653 $2,102.89 $.87 Individual N/A 8-25-00
C.D. 154736 $20,000.00 $50.62 Individual N/A 12-1-00
Inquiries concerning ACNE Corporation stock information should be directed to the Registrar and Transfer
Company at 1-800-368-5948. If you need any additional information, please contact me at (717)339-5116.
Sincerely,
. L, )/ I
V} (1...<) / ') L- ~~.
Lois Kime
Deposit Services
PO Box 3129, GETTYSBURG, PA 17325 I rHONE 717.334.3161 I TOll FREE 888.334.2262 I www.acnhrom
217
REV-1509 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
Loretta I. Rice
21-.05-0580
If an asset was made joint within one year of the decedent's date of death, it must be mported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Marlin W. Rice
1004 Biltmore Drive, N.W.
Winter Haven FL 33881
Son
B. Lonny H. Rice
888 Myerstown Road
Gardners PA 17324
Son
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 DECO'S VALUE OF
JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
NUMBER TENANT
1. A. ACNB, Checking #2020629 959 50.00% 480
2. A. Wachovia Bank, C/D#282-205-4531216 10,000 50.00% 5,000
3. A. Wachovia Bank, C/D#282-294-0685874 10,000 50.00% 5,000
4. A. Wachovia Bank, C/D#282-205-4535823 10,000 50.00% 5,000
5. A. Wachovia Bank, Checking Account #1371100000285 9,608 50.00% 4,804
6. A. Sun Trust Bank, Savings Account #0526116255361 16,685 50.00% 8,343
7. B 1999 LaSabre Buick Automobile 4,000 50.00% 2,000
TOTAL (Also enter on line 6, Recapitulation) $ 30 627
(If more space is needed, insert additional sheets of the same size)
~
ADAMS
COUNTY
NATIONAL BANK
October 20, 2005
Frey & Tiley
Attorneys at Law
5 South Hanover Street
Carlisle, P A 17013
Re: Estate of Loretta 1. Rice
Dear Mr. Frey:
The following information is being provided as per your request:
Acct. Type Account Account Accrued Ownership Date Date
No. Principal on Interest to Account Opened
D.G.D. D.G.D. Joint
Checking 2020629 $958.85 $.28 Jt. wi Frederick D 4..25-01 8-14-00 ,/
Rice
Checking 2020653 $2,102.89 $.87 Individual N/A 8-25-00
C.D. 154736 $20,000.00 $50.62 Individual N/A 12-1-00
Inquiries concerning ACNE Corporation stock information should be directed to the Registrar and Transfer
Company at 1-800-368-5948. If you need any additional information, please contact me at (717)339-5116.
Sincerely,
'17C1/:) /1 CtI~'Y'G
Lois Kime
Deposit Services
POBox3129.GETTYSBURG,PA17325 I rHoNE717.31411Al I ~~",","QQQ~'A"~' I u_____u_L
~~~- G9psoI~dated Statement
-'-<'"~-- ~ 01 1371100000285 031 40
~CHdVIA
5/21/2005 thru 6/2;J/2UU:J
4 15 25,363
--
I.. II.. i 11.1..1.1..1....11...11...1111....1..111....'..11...11
LORETTA I RICE
HARLIN W RICE
l004"BILTHOREDR NW
WINTER HAVEN FL 33881
.~
PB
-:Ji.,Jmi.eV t#=/'JT 1519cK:zN#~(Y/.L~' " ': ,t;
. ' J
Checking & Savings " ,"" ,
. 7"::.':~-:~:.--::.:.";:':'~~~.-'-.'.. '1-~;~ ':7" .': -~. ",:' . .~s!...,::,,-.~ ..:::-...._~:~~~L.'":;.:::~~-;~~~it.~~-:.::=:::.:;;;~~~.~~~~~,._~~.~~~~~~.~~:_~::.=:r:~ :~:::... ~~~...l:.~_._;;~ ~--~~~~J
,
Summary ,of Accounts
Account number , ~~JYQb Biilance.., '- . Asot ' Interest Maturity. ,
-." "I rale date
~_:".~.r' If'
1371100000285 CROWN CLASSIC BKG 9,608.01' 6/23
..Q1"Q?9Q?~?"1 ?16 --. TIMI= nl=pn~IT 1? MnNTI-f~ 10,00000 6123 154% 9/25/2005
~ TIME DEPOsiT 12 MONTHS 6/23
.012B22~~~~~ 10,000.00 2.18% 1/1412006
$29,608.01
Total
--
..-'" ..;:.~.:. .~ ":.....~. .....-..";.. '~.'~~'
'. '-. ,"-
. ". . '.-';,. - ,"- '.. ~. -"'~",,'.,..,... . .,.... .
.- ._.__~,.~_"llt ,..,.. --.. ";:";",,; "'~::.r:~"~ ~.._..._."!:'
. . - .. .-., . "-~
...__'r~.Io". .....=;...:.~~~f,:.1~..JlD-:i~l~~~J;':!!X."i!'~~~~~
..- -..----- -.---- -.... ------- . - _.- -. -------.-.----.-----
WAr.HnVIlI. RA"'1l' '" A .IIDIIDa..nA. r::
TDAHTI
A908716 BPZF1246
Org : 003 Serv: CDA Acct:
Date:
Short Name: RICE HAROLD C
Posting
Date
02/23/05
Effective T/C
Date
02/23/05 PY
IC
OS/23/05 OS/23/05
PY
IC
TDA History Transaction Inquiry BATTI003 06/19/06
14:13
012822940685874
btC-EAb~C ~ III }.;2000
~ .;2S-~ 11(,03'1
S5 ~ I ~~.. Ii... /'Jo!e, Amount
State: FL Bank: 1
MORE: - +
10,000.00
BALANCE FORWARD:
DeE!cription
50.10 + INTEREST PAYMENT
50.10 - INTEREST PAID BY CHECK
CHECK # 00881400490
CURRENT BAL: 10,000.00
48.53 + INTEREST PAYMENT
48.53 - INTEREST PAID BY CHECK
CHECK # 00881432629
CURRENT BAL: 10,000.00
Command:
Fl=Help F3=Exit F7=Bkwd F8=Fwd F9=APTDAI
.. ~ . SUNTRUST BANK
~i~ POBOX 622227
/. . ORLANDO FL 32862-2227
--
Page 1 of 2
57/Q61/0175/0 /35
0526116255361
. 06/3J;V2005
\III~
SUNThUST-
...
-
Account
Statement
Inll",II,IIII,I,.I""IIII.III"IIII'II,IIIIIIII"I. .1111111
LORETTA I RICE OR
HARLIN RICE
1004 BILTHORE DR NW
WINTER HAVEN FL 33881-1104
Questions? Please call
1-800-786-8787
THANK YOU FOR BANKING WITH SUNTRUST. TO LEARN HORE AROUT HOW SUNTRUST CAN MEET
YOUR FINANCIAL SERVICES NEEDS, PLEASE VISIT OUR WEB SITE AT WWW.SUNTRUST.COM
Account
Summary
Account Type
Account Number
Statement Period
FIRSTRATE SAVINGS
0526116255361.
04101/2005 - 06130/2005
.L. W
Description
Beginning Balance
Deposits/Credits
Checks
Withdrawals/Debits
Ending Balance ~ o. ~
Amount
$16,657.20
(~tf ,.2).7 $31.18
----. $.00
$.00
t~/~ 4g5". AI'). $16,688.38
J
Description
Average Balance
Average Collected Balance
Number of Days in Statement Period
Annual Percentage Yield Earned
Interest Paid Year to Date
Amount
$16,657.54
$16,657.q4
91
.75%
$61.96
Depositsl
Credits
Date
06/30 -
Amount Description
31.18 INTEREST PAID THIS STATEMENT THRU 06/30
Deposits/Credits: 1
B.ilance Date
Activity
History 04/01
Total Items Deposited: 0
Balance
Collected I Date
Balance
16.651.20 o~
~tLffj;Io~~
~~~/
Balance
Collected
Balance
16,688.38
16,657.20
16,688.38
---~/
217
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Loretta I. Rice
21-015-0580
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Ronan Funeral Home, Funeral Services 5,355
2. Linda Smitz, Funeral Luncheon 50
3. Faith Chapel, Funeral Luncheon 133
4.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 8,393
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 310
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Vital Records, Death Certificate for Harold C. Rice 16
8. Register of Wills, Copy of Letters of Testamentary for Attorney in Florida 40
9. Register of Wills, Filing Fee for PA Inheritance Tax Return 15
TOTAL (Also enter on line 9 Recapitulation' $ 14312
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Loretta I. Rice
FILE NUMBER
21-05-0580
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Millennium Pharmacy, Prescriptions
2.
Chapel Pointe of Carlisle, Nursing Home
257
-298
100
71
150
222
149
305
3.
Barbara Peters Certified Appraiser, Appraisal of Mobile Home
4.
MetEd, Utilities:Electricity
5.
Barbara Peters Certified Appraiser, Appraisal of 888 Myerstown Road, Gardners
6.
R&K Heller, Plumbing and Heating(Winterize the Mobile Home)
7.
Carolyn R. McQuillen, Tax Collector
8.
Laird Murtoff, Repairs
TOTAL (Also enter on line 10, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
956
217
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Loretta I. Rice
21-05-0580
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 Linda Lou Murtoff Daughter 20% of residue of estate
179 Frost Road, Gardners PA 17324
2 Frederick David Rice Son 20% of residue of estate
801 Myerstown Road, Gardners PA 17324
3. Marlin W. Rice Son 20% of residue of estate
1004 Biltmore Drive, N.W., Winter Haven FL 33881
4. Lonny H. Rice Son 40% of residue of estate
888 Myerstown Road, Gardners PA 17324
(The sister and two brothers above are the Trustees of a Trust for
Lonny H. Rice from the 40% residue of the estate)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING III1ADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
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LAST WILL AND TESTAMENT
OF
LORETTA 1. RICE
I, LORETTA I. RICE, of Dickinson Township (mailing address: R. D. #2, Box 196,
Gardners, Pennsylvania 17324), Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make, publish and declare this as and
for my Last Will and Testament, hereby revoking and making void any and all Wills by me
at any time heretofore made.
1. I direct my hereinafter named Executor to pay all of my just: debts and funeral
expenses as soon after my death as may be found convenient to do so. I direct thnt my funeral
services be conducted by whatever funeral director my Executor deems appropriate, and
that my body be interred on my burial lot located in Cumberland Valley Memorial Gardens
in West Pennsboro Township, Cumberland County, Pennsylvania.
2. All the .rest, residue and remainder of my Estate, real, personal and mixed, and
wheresoever the same may be situate, I give, devise and bequeath to my hereinafter named
Trustees, in Trust, to receive and to invest the same, and to pay the income arising therefrom
to or for the benefit of my husband, Harold C. Rice, so long as he shall live, and upon the
death of my husband, Harold C. Rice, if he shall survive me, or upon my deslth, if my husband,
Harold C. Rice, shall have failed to survive me, I direct that sixty (60%) per cent thereof
shall be divided equally among such of my three (3) children as shall survive me by a period
of ninety (90) days, they being Marlin W. Rice, Frederick David Rice, and Linda Lou Murtoff,
but should any of said three children fail to so survive me then the share such deceased child
would have received shall pass to such of his or her issue as shall survive me by a period
of ninety (90) days, per stirpes, and should there be no such issue, then such share shall lapse
and be added to the remaining share or shares, per stirpes; and the remaining forty (40%)
per cent thereof I direct shall be retained in Trust by my hereinafter named Trustees and
so much of the income arising therefrom as in the opinion of said Trust.ecs is reasonably
required to provide for the support and maintenance of my son, Lonny H. Rice, in addition
to whatever other income he may have, shall be paid to or for the benefit of my son, Lonny
H. Rice, at regular intervals each year so long as he shall live, but should the income in
any calendar year be in excess of that which is reasonably required to pay for his proper
maintenance and support in excess of any other income which he may have, then such excess
income arising from said Trust shall within the last ten calendar days of ~ach calendar year
be distributed equally among my said other three children, Marlin W. Rice, Frederick David
Rice and Linda Lou Murtoff, but should any of them become deceased then the share such
deceased child would have received shall be paid to his or her issue, per stirpes; and upon
the death of my son, Lonnie H. Rice, said Trust shall terminate and the principal thereof
together with any undistributed income shall be divided equally among my said three other
children, but should any of said three other children be then deceased, the shal~e such deceased
child would have received shall be paid to such of his or her issue then living, per stirpes.
3. I hereby nominate, constitute and appoint as Trustees my husband, Harold C.
Rice, und my three children, Marlin W. Rice, Frederick David Rice, and Linda Lou Murtoff,
Page 1 of 2 Pages
but should all of them become deceased or choose to cease serving, then I rlil'c\'t that they
or the survivors of them sh/ill select one or more trust companies to act as slIrressor Trustee,
but in the event they shall fail to make such a selection, I direct thut either Bender'sville
National Bank of Bendersville, Pennsylvania, and its successors, or Barnett Bank of
Auburndale, Florida, and its successors, shall be successor Trustee.
4. I hereby nominate, constitute and appoint my said husband, Hnrold C. Rice, as
Executor of this my Last Will and Testament, but should he predecease me or fail to qualify
or cease acting as such, then I nominate, constitute and appoint my three children, Marlin
W. Rice, Frederick David Rice and Lind Lou Murtoff, or any' of them, as co-Executors, but
should all of them fail to qualify or cease acting as such, then I nominate, constitute and
appoint whatever trust company may be nominated by my said husband and/or three children
as alternate or successor Executor, but should they fail to make such a nomination, I then
nominate, constitute and appoint either Bendersville National Bank of Bendersville,
Pennsylvania, or Barnett Bank of Auburndale, Florida, as alternate or sllccessor Executor,
and I further direct that none of them shall be required to post any bond to secw'e the faithful
perform"ance of his, her or its duties in the Commonwealth of Pennsylvania or in any other
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to Ithis my Last Will
and Testament, written on two (2) pages, the 27th day of January, 1983.
~ p9~oc 0
Loretta 1. Rice
(SEAL)
Signed, sealed, published and declared by LORETTA 1. RICE, the Tcstatrix above
named, as and for her Last Will and Testament, in our presence, who, in hcr' pr'esence, at
her request, and in the presence of each other, have hereunto subscribed Ollr names as
attesting witnesses.
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