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Home My WebLink About09-11-06 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES clt'T 28060"1 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BANGS MICHAEL L 429 S 18TH STREET CAMP HILL, PA 17011 _____n_ fold ESTATE INFORMATION: SSN: 559-34-6342 FILE NUMBER: 2106-0032 DECEDENT NAME: MCAULAY EVELYN G DATE OF PAYMENT: 09/11/2006 POSTMARK DATE: 09/11/2006 COUNTY: CUMBERLAND DATE OF DEATH: 12/12/2005 NO. CD 007189 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,209.09 I I I I I I I I TOTAL AMOUNT PAID: $1,209.09 REMARKS: MICHAEL L BANGS CHECK# 113 SEAL INITIALS: WZ RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS REV-1SOO EX + (8-00) . w ... *~~ 1'1L8 :z:i.J UlLlD ~ OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER II 06 0032 NUMBER ... Z W C W o W C DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) McAulay, Evelyn G. DATE OF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-DD-YEAR) C UNTY CODE YEAR SOCIAL SECURITY NUMBER 559-34-6342 THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WillS SOCIAL SECURITY NUMBER D 1. Original Return D 4. Limited Estate [!] 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received [!] 2. Supplemental Return D D D 4a. Future Interest Compromise (date of death 8ft8/' 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10 Spousal Pove~ Credit (date of death between . 12-31-91 and 1-1-95) D 3. Remainder Return (date of death prlorto 12-13-82) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) NAME Michael L. Bangs FIRM NAME (If applicable) ... z w c z ~ i 8 TELEPHONE NUMBER 717/730-7310 OFFICIAL USE ONLY --~ ~J~"'-" I-I :r:. .... .- u-z~ -._~ ':2': ::Q ';7 ep 7'-- -----"'. 0 v.C) n "2-- .<:)~ (8) 'j? ~ ca. ~ --0 ~ \?~~ t;?, \.:J (G --TI {~") I 12-12-2005 04-17-1912 429 South 18th Street Camp Hill, PA 17011 (1) (2) (3) (4) (5) (6) (7) None None None None None 8,310.57 None - - (11) 250.00 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) z o i= :5 ::) ... a: ~ w D::: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) D Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) (9) (10) 250.00 None (12) (13) (14) 8,060.57 None 8,060.57 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0.00 0.00 0.00 1,209.09 1,209.09 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 0 .045 (16) i= 16.Amount of Line 14 taxable at lineal rate 0.00 x t! ::) EL 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) ~ 0 0 18. Amount of Line 14 taxable at collateral rate 8,060.57 x .15 (18) >< ~ 19. Tax Due (19) Copyright 2002 fonn software only The Lackner Group, Inc. Fonn REV-1500 EX (Rev. 6-00: J.'1; Decedent's Complete Address: STREET ADDRESS 105 Linden Drive CITY Camp Hill ISTATE PA I ZIP 1 7011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 1,209.09 Total Credits (A + 8 + C) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPA YMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is theBALANCE DUE (58) Make Check Payable to: REGISTER OF WILLS, AGENT 1,209.09 1,209.09 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 ofthe property transferred;............................................................................. D D b. retain the right to designate who shall use the property transferred or its income;................................ D D c. retain a reversionary interest; or............................._........................................................................... D D d. receive the promise for life of either payments, benefits or care?.......................................................... D D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?... ............. ....... ..... .... ........................... ............ ........... ....... ........ ............... D D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?........... ...... .................................. ....... ........................ ...... ....................... D D IF THE ANSWER TO ANY OF THE ABOVE QUESnONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under pen8Itiea of perjury, I declare that I have examined this relLm, including accompanying schedules WId atatementa, and to the best of my knowledge WId belief, it is true, corract and complete. DtIc:*ation of preparer other than the personal raprasentative is basad on all information of which preperer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS nald M. Wilson DATE 105 Linden Drive Camp Hill, PA 17011 1 ~. D' DATE ADDRESS ADDRESS 7/r/HDATE 429 South 18th Street Camp Hill, PA 17011 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (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 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statutedoes not exemot 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 0% [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%, 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 ofthe decedent's siblings is 12% [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. " " _''''Ell'_ '* COMMONV'iEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL Y -OWNED PROPERTY McAulay, Evelyn G. FILE NUMBER 21-06-0032 ESTATE OF If ... UMt _ IIIIIde joint within one ye.. of the decedent's dMe of duIh, It must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME A. Ronald M. Wilson ADDRESS RELATIONSHIP TO DECEDENT Nephew 105 Linden Drive Camp Hili, PA 17011 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 DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMIlAR IDENTIFYING NUMBER. ATTACH DEED FOR ~ALUE OF ASSEl INTEREST DECEDENrs INTEREST JOINTl Y-HELD REAL ESTATE. 1 A 2/112001 M&T Bank - Certificate of Deposit 16,621.13 50.000% 8,310.57 #031003908152637 (This additional asset to the estate was recently discovered). TOTAL (Also enter on Line 6, Recapitulation) 8,310.57 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) '. 08131/2006 13:09 96719038 ..... PAGE 01/01 paq!jJ - ~ TORRI~i CAVANAUGH-~-mcaui~Gvaiues.dOC.- --. --" . - -. :--'.. '. '." --.. .. ~,.,.- . .. . !I M&rBank 499 MItcl1eU Road. Mi1Isboro, DE 19966 MaD Code DE-MB.12 Auswrt 31. 2006 Ronald. M Wilson Estate of: Evelyn G Mcaulay 105 Linden Drive Camp Hill. Pennsylvania 17011 . ~oI: .beIuftGJlaard., "--at .MunIIer: 03:1003H8llJ2A7 na:t!I or a.atIa: .DlteMtINIr .l~ Dear Sir or MadM.'l~ Per a memo from Torrin Cavanaugh at MA 'r Bank, dated August 31, 2006, pleaec be advised at the time of death, the balance on the above referenced acoount was: 1- 1YPe of Accot.mt Cer1i./it:tdJe of Deposit Aoeorm.t Number 031003908152637 C>wnet'$hip (N(IIM$ of) Evelyt1, G MCtl1J1Dy · Ror1a1d M Wilson II- Opening IJate 02/01/01 BtJlance em DcItt1 of IJeoth $16,621.13 Accrued .It'rterat $ 137.47 ThMl $16,758.60 * Par IIIther aaeomd: baLwatlcm.. JeIIrI'IIIDI MI:Ileft1dp, cIoIaIeII ud/or relmlmrlleme:Dt or ftulda, etc.~ pJeue coatat'!t the IIfCb. ParIt ot1Ic:e at f 717.'737-3322. M &TBank DOD Unit I Records Management REV-1151 EX+ (12-11) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT McAulay, Evelyn G. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-06-0032 ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attomey's Fees Michael L. Bangs 250.00 3. Family Exemption: (If decedent's address is not the same as c1aimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Other Administrative Costs TOTAL (Also enter on line 9, Recapitulation) 250.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) *' SCHEDULE .. BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER McAulay, Evelyn G. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright sr.ousal distributions, and ransfers under Sec. 9116(a)(1.2)] RELATIONSHIP TO DECEDENT Do Not Ust Trustee(sl I. See attached schedule FILE NUMBER 21-06-0032 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) Total 33,000.00 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Form PA-1500 ScheduleJ (Rev. 6-98) " SCHEDULE ..J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Evelyn G. McAulay 559-34-6342 12/12/2005 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 1 John M. Adams, Jr. Other 10,000.00 Post Office Box 265 Columbus, MS 39703 2 Karen S. Lencioni Niece 4,000.00 3 Wetherburn Drive Enola, P A 17025 3 Christian Maguire Nephew 4,000.00 4 Fieldstone Estates Newmarket, NH 03857 4 Jerry I. Maguire Nephew 7,000.00 2221 Summerfield Lane Harlingen, TX 78550 5 Matthew D. Wilson Nephew 4,000.00 39 Circle Drive Camp Hill, PA 17011 6 Michael B. Wilson Nephew 4,000.00 5742 Wooc!fount Glade New Market, MD 21744 7 Ronald M. Wilson Nephew Remainder of Estate 105 Linden Drive Camp Hill, PA 17011 Total 33,000.00 1 i " J STATE OF NORTH CAROLINA LAST WILL AND TESTAMENT COUNTY OF MECKLENBURG I, EVELYN G. McAULAY, of Mecklenburg County, North Carolina, do hereby revoke all former wills made by me, and do hereby make, publish and declare this to be my last will and testament in manner anf form as follows: 1. I direct my executrix, hereinafter named, to pay all of my just debts and funeral expenses as soon after my death as possible. 2. I will and bequeath the sum of $10,000.00 to John M. Adams, Jr. 3. I will and bequeath the sum of $7,000.00 to my nephew, Hev. Jerry I. Maguire. 4. I will and bequeath the sum of $4,000.00 to my nephew, Michael B. wilson. 5. I will and bequeath the sum of $4,000.00 to my nephew, Matthew D_ Wilson. 6. I will and bequeath the sum of $4,000.00 to my niece, Karen W. ~-A_..... !...;;'N'el t:I p( I t;./:r /11 7. I will and bequeath the sum of $4,000.00 to my nephew, Christian Maguire. 8. All the remainder of my property of every sort, kind and description, both real and personal, I will, devise and bequeath to my sister, Thelms E. Wilson, absolutely and in fee simple. In the event that my sister, Thelma E. Wilson, is not living at the time of my death, I will, devise and bequeath all of the property my sister would have taken if living to my nephew, Ronald M. Wilson, absolutely and in fee simple. 9. I hereby constitute and appoint my sister, Thelma E. Wilson, as Executrix of this my last will and testament, and I . . hereby give and grant unto her full power and authority to sell any of my property, or do any other act~ without Order of Court, and without Bond, which in her opinion is for the best interest of my estate. And I do further provide that if my sister is not living at the time of my death, or be for any reason unable to act, then and thereafter, Ronald M. wilson shall become, be and act as the Executor of this my last will and testament with all the duties, powers and authority as herein given to my original Executrix. I, EVELYN G. McAULAY, the testatrix, sign my name to this instrument this /'7rIJ day of December, 1991, and being first duly sworn, do hereby declare to the undersigned authority that I sign and execute this instrument as my last will and that I sign it willingly, that I execute it as my free and voluntary act for the purposes therein expressed, and that I am eighteen years of age or older, of sound mind, and under no constraint or undue influence. ... We 4.ER'AN I< STklJ WN ~L,C4 rc'lE"R'- . Ji.----, the witnesses, sign our names to this instrument, being first duly sworn, and do hereby deciare to the undersigned authority that the testatrix signs and executes this instrument as her last will and that she signs it willingly, and that each of us, in the presen~e and hearing of the testatrix, hereby signs this will as witnesses to the testatrix's signing, and to the best of our knowledge the testatrix is eighteen years of age or older, of sound mind, and under no constraint or undue influence. M~. ~-1'-~/)'~' witn#s Witne~ ~-~Ju. '. . '.'... THE STATE OF NORTH CAROLINA COUNTY OF MECKLENBURG Subscribed, sworn to and acknowledged before me by EVELYN G. McAULAY, the testatrix, and subscribed and sworn to before me by J:.T. FI~aN..K SiR./7U/I\L...._ and <:.J .~J3.g.~tS...L-_p___, 1'7111 witnesses, this day of December, 1991. ~'Zc'-.; k4 Notary Public My commission expires: /-j S' - 9 L_ .~:::'\':'-::':~,T_". <_. \ 1'~~11~~ .:..'i;:'.;.j:......1 !)!!~~1 "=.':~<.~-,::-.;.>j 'r:-j,;~( --~~-:;?'\ ~;S ~1 ':~~: ~... "=-': ','- "'~" ~i~:.. .~. .=i:/. - .... .- ....... ~::-'...~ .- ~, == - - - ~:::.. ....'r, ~ til tD~ ~.~ ~J, ~~- CO-mM Q.~""OO~O .Q..X..... Q.O..... 1Il -ulO- :=) , 1Il0 U Lon I- t"""1 5___ ~ 0 .LJ!!IL ~1iiii"7 hi !\, '. i\i - - - - - - - - - - o _ o _ o _ 0= - {/) == ~ ~ o ~ ..... ~ bO~ ~ 0 ~1 Q) g u ~ ~ ;>.. 0'" ~ t'\Sdrn- .::~ 0 rn 0 ~ r--- U~- I-l 0 ..... ~"O~~ ~~~~ ~Q) ti) -.D u..... 5~~i ouou ( . )