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Home My WebLink About09-19-06 .....J 15056051047 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisbu . PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death ~ Date of Birth Suffix MI (g (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW __ 1. Original Return C) 2. Supplemental Return C) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required C) 4. Limited Estate C) C) C) 4a. Future Interest Compromise (date of death after 12-12-82) C) 7. Decedent Maintained a Living Trust (Attach Copy ofTrust) C) 10. Spousal Poverty Credit (date of death C) 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Tele hone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received o 8. Total Number of Safe Deposit Boxes .. -..J Correspondent's e-mail address: ADDRESS. / " ~ L ' ~ -2C:/3. /ioc..Jc....gi:)II~t.-v Ra~ . aYfy//k ...PA 'SI","~ATURE OF EPARER 0 R EPRESENTATIVE ' ~ Side 1 L 15056051047 15056051047 --.J --.J REV-1500 EX Decedent's Name: RECAPITULATION 15056052048 1. Real estate (Schedule A). ............................................ 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages&"Notes Receiv~ble (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) t:::) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) t:::) Separate Billing Requested. . . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 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. 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 .0_ 16. Amount of Line 14 taxable at lineal rate X.O_ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 Decedent's Social Security Number 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYME;NT t:::) L 15056052048 Side 2 15056052048 --.J REV-150Q EX Page' 3 Decedent's Complete Address: DECEDENT'S NAME File Number "'2...0D6" ODO/'7 Glenn C. Rickrode STREET ADDRESS 4639 Carlisle Road Gardners I STATE PA I ZIP 17324 CITY Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) ". / () -> ~, / lJ Total Credits ( A + 8 + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty --- - 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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (58) , / 0 ~ff, It:) 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;.......................................................................................... D ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ D IX! c. retain a reversionary interest; or.......................................................................................................................... D ~ d. receive the promise for life of either payments, benefits or care? ...................................................................... D ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D ~ 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 the net value of transfers to or for the use of the surviving spouse is three (3) percent [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 zero (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 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. ~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 four and one-half (4.5) percent, 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 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. LAST. WILL AND TESTAMENT OF GLENN C. RICKRODE I, GLENN C. RICKRODE, single man, of South Middleton Township, (4639 Carlisle Road, Gardners) 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. ITEM I: 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 that my funeral services be conducted by Gibson Funeral Home in Mount Holly Springs, Pennsylvania, and that my body be interred on the burial lot of my parents located in Mt. Victory Church Cemetery in South Middleton Township, Cumberland County, Pennsylvania. ITEM II: I devise and bequeath the residue of my estate of every nature and wherever situate to my nephew, Robert c. Beam. ITEM III: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. ITEM IV: I appoint Robert C. Beam executor of this my last will. Should Robert C. Beam fail to qualify or cease to act as executor, I appoint Shelby Beam, executrix of this my last will. ITEM V: I direct that my executor shall not be required to give bond for the faithful performance of his duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this lI~AC day of July, 1998. 4~A. (J. R~~~ Glenn C. Rickrode The preceding instrument consisting of this and one other typewritten page, identified by the signature of the testator, was on the day and date thereof signed, published and declared by Glenn C. Rickrode, the testator therein named, as and for his last will, in the presence of us, who, at his request, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. 9f .t1-::U~jAA~ 9. ~- R' ('? y"~ / COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND : We, GLENN C. RICKRODE, ~~J ~~ ~~,- ,and ~~....-r ~. \-".//~~."-~ ~ , the testa1:or and witnesses, respectively,-whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator signed the will as witness and that to the best of his or her knowledge the testator was at the time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~r_R~~~ Glenn C. Rickrode ;}-i~ ~ ~M A.flNM'~ / Wi ness ~ 74--.-/ ~- 7~ c/ Witness C. acknowledged before me by Glenn subscribed and sworn to before day' o~n~)::~ .lit .../t< ~...,.-,.. No r ..' NoIariaI Seat ~ La~ eoop,&r. Notary PublIc QJcIdtfIQ1t lWp., Curnberl8nd CountY . MY Oomtnl88iOn ExpIres July 29. 1999 I P81.I&.)IMInIa..... ..... I of NalIItes CODICIL I, Glenn C. Rickrode, single man, of South Middleton Township, (4639 Carlisle Road, Gardners) Cumberland County, Pennsylvania, declare this.to be the first codicil to my last Will dated July 4, 1998. ITEM I: I hereby direct that in ITEM IV, Robert C. Beam, executor, be replaced by Irene Dawson, executrix. ITEM II: In all other respects, I hereby ratify, confirm and republish my last Will dated July 4, 1998, together with this codicil, as and for my last Will. IN WITNESS WHEREOF, I have hereunto set my hand this I~ 1f'4.. day of March, 2003. ~AA ()~.Jt~~~. Glenn'C. aickro e '-. Signed, published and declared on the date thereof by the above named Glenn C. Rickrode, as and for the firs~ codicil to his last Will dated July 4, 1998, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto . &A'/ ~~ ,.4~~ ~XI M /()- (MM:^I'#~ CODICIL I, Glenn C. Rickrode, single man, of South Middleton Township, (4639 Carlisle Road, Gardners) Cumberland County, Pennsylvania, declare this to be the second codicil to my last Will dated July 4, 1998. ITEM I: I hereby direct that in ITEM II, Robert C. Beam be replaced by Irene M. Dawson and Shelvie J. Beam. ITEM II: In all other respects, I hereby ratify, confirm and republish my last Will dated July 4, 1998, together with this codicil, as and for my last Will. IN WITNESS WHEREOF, I have hereunto set my hand this ~.~ day of April, 2003. -h~1 /:' I?.~ ""\~~~ Glenn C. Rickroae Signed, published and declared on the date thereof by the above named Glenn C. Rickrode, as and for the second codicil to his last Will dated July 4, 1998, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. Commonwealth of Pennsylvania ss County of Cumberland On this, the 9/' day of ~Pr- / / ,before me the undersigned officer, personall appeared Glenn C. Rickrode, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purpose therein contained. IN WITNESS WHEREOF, I hav~.e.r nto set my ~d and seal. a:, Jf V~ aura A. Cooper Notarial Seal O"cki4tura A. Cooper, Notary Public I nson Twp., Cumberfand County My Commisslon Expires July 29, 2003 Member, pennsytvanlaAssoclationotNotarles REV-1502 E~+ (:-98)~ ,~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Rickrode Glenn C. 2006-00019 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 reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of _urvlvorshlp must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 1.483 acres with mobile home South Middleton Township VALUE AT DATE OF DEATH ~60,000.00 TOTAL (Also enter on line 1, Recapitulation) $ 60 , 000 . 00 (If more space is needed, insert additional sheets of the same size) settlement statement ..' Boyers: Larry R. Swartz Kathy M. Swartz 4255 Carlisle Road 'Gardners, PA 17324 Sellers: Irene M. Dawson 2613 Rock Hollow Road Loysville, PA 17047 Shelvie J. Beam 333 Old State Road Gardners, PA 17324 Executrices of Estate of Glenn C. Rickrode Sales price $60,000.00 Deposit 2,000.00 Paid to PNC Bank (Glenn C. Rickrode mortgage) 33,301.48 Paid to PNC Bank (Glenn C. Rickrode mortgage) 10,764.48 Sales price Deposit $60,000.00 2,000.00 33,301.48 10,764.48 Net to sellers $13,934.04 $13,934.04 Transfer tax $600.00 'T.ransfer tax $600.00 Recording fee 38.50 It is understood and agreed that real estate taxes due in 2006 will be paid as follows: Spring taxes to be paid by Sellers; Fall taxes to be paid by Buyers. The undersigned hereby acknowledge the receipt of a copy of this Settlement Statement. I HAVE CAREFULLY REVIEWED THE SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. I FURTHER CERTIFY THAT I HAVE RECEIVED A COPY OF THE SETTLEMENT STATEMENT. Buyer seller~&t' ~ Buyer Seller ,-c;-j~ l'w. \ J. Jfp~, - J~3C>'-LJ~ _'D~:"," '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Rickrode Glenn C. FILE NUMBER 2006-00019 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Checking account 50-0369-5488 (PNC Bank) $221.06 TOTAL (Also enter on line 5, Recapitulation) $ 2 21 . 06 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) _ . '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Rickrode Glenn C. FILE NUMBER 2006-00019 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Hollinger F~neral Home $2,621.50 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _ Zip Year(s) Commission Paid: 2. Attorney Fees J. Ward Cooper 2,000.00 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 234.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. The Sentinel - Advertising 68.06 C~mberland Law Journal - Advertising 75.00 TOTAL (Also enter on line 9, Recapitulation) $ 4, 998 . 56 (If more space is needed, insert additional sheets of the same size) REV-l512 EX. (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rickrode Glenn C. FILE NUMBER 2006-00019 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. PNC Bank No. 4003 0481 1062 8091 $11,192.76 PNC Bank No. 4001 0081 0991 2094 35,092.72 Real Estate Taxes 119.56 TOTAL (Also enter on line 10, Recapitulation) $16, 405.04 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ 19-00. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Rickrode Glenn c. FILE NUMBER 2006-00019 NUMBER I RELATIONSHIP TO DECEDENT NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not L1stTrustee(s) TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Irene M. Dawson Sister AMOUNT OR SHARE OF ESTATE 1. 50% Shelvie J. Beam Sister 50% 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART n - 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) FIEV-348 EX (M2I ~_ PA DEPARTMENT OF REVENUE ~ ESTATE INFORMATION SHEET FOR REGISTER'S OFFICE USE ONLY County Code Year File Number DECEDENT INFORMATION: Name (Last) Enter data 88 It will appear on all document8 8ubmltted to the department. (First) (Middle) Glenn C Date of Death Rickrode Decedent's Social Security Number 162 22 2642 12 - 24 - 2005 TYPE FILING: Enter check (,.,) mark to Indicate the nature of th, retum to be filed with the department. EfPrObate Return OJoInt Assets Only OEstate Tax Only o Utlgatlon Purposes (No Other Assets) LETTERS GRANTED'. Enter check (,.,) mark to Indicate the nature of the proceedlng8 at the Register of Wills Office. (Attech additional sheeta If explanation 18 nee....".) erTestamentary o Administration o No Letters o Other (P1e.se Explain) Name (Last) Cooper (FIrst) J. Enter an data concerning the attorney or other Individual to receive all tax Information and correspondence. (Middle) Supreme Court 1.0. I Ward 16188 ATTORNEY/CORRESPONDENT INFORMATION: Street Address 4401 Carlisle Road ClIy Gardners State PA ZlpCade 17324 Telephone Number 17-486-7880 PERSONAL REPRESENTATIVE Enter 811 data concemlng the personal representatlve{a) of the estate INFORMATION: authorized by the Register of Wills Executor! Administrator Name (last) Dawson (First) Irene (Middle) M. 2849 Street Address 2613 Rock Hollow Road City State Zip Code PA 17047 Telephone Nlnber 17-789-3957 LC'pville Co-Executorl Administrator Name (Last) (First) (Middle) Street Address City State Zip Code Telephone Number Co-Executor/Administrator Name (Last) (Am) (Middle) Street Address City State Zip Code Telephone Number I Prepared By I Date