HomeMy WebLinkAbout12-04-06
LAW OFFICES
HOWARD B. KRUG
LEON P. HALLER
JOHN W. PURCELL, JR.
JILL M. WINEKA
NICHOLE M. STALEY O'GORMAN
LISA A. RYNARD
LATOYAC. WINFIELD
Purcell, Krug & Haller
1719 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA 17102-2392
TELEPHONE (717) 234-4178
FAX (717) 783-4939
HERSHEY
(717) 533-3836
JOSEPH NISSLEY (1910-1982)
JOHN W. PURCELL
VALERIE A. GUNN
Of Counsel
December 1, 2006
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
Re: Estate of Dorothy M. Myers
No.: 21-05-0554
Dear Register of Wills:
Enclosed please find two originals and two copies of the Inheritance Tax Return for the above-
captioned matter. I am also enclosing a check in the amount of $15.00 for the filing fee. Please return two
date-stamped copies of the Return to me in the enclosed stamped, self-addressed envelope. Thank you.
Sincerely,
Ch11_Yn. ~
FM~ ~ineka
JMW/bas
Enclosures
cc: Donna Keammerer, Exec. wlo enc.
(estates\myers-d\12-Q1-06 Itr to Register)
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REV.l500 EX + (8-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, ARST, AND MIDDlE INITIAL)
MYERS Doroth M.
DATE OF DEATH (MM-D[)'Year)
DATE OF BIRTH (MM-D[)'Year)
04/12/2005 03/30/1917
(IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 5 0 5 5 4
~COiiE' -YEAR- - - NiiiiER- -
SOCIAL SECURITY NUMBER
1 72- 0 1 - 7 2 5 6
THIS RETURN MUST BE FIlED IN DUPlICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
2 04- 0 1 - 3 365
00 1. Original Return 0 2. SUpplemental Return 0 3. Remainder Return (daleofdealhpriortD12.1H2)
o 4. Limited Estate 0 4a. Future Interest Compromise (daleofdealhallllr12.12-82) 0 5. Federal Estate Tax Return Required
00 6. Decedent Died Testate (AllachcopyofWil) 0 7. Decedent Maintained a Living Trust (Allach copy of Trust) Q.. 8. Total Number of Safe Deposit Boxes
o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (daleofdealh between 12-31-91 and 1-1-95) 0 11. Election to tax under Sec. 9113(A) (AIIach SchO)
....YHIS..SECnON.:MOSY.BECOMPLEtEO[.QSUCORRESPONOENCEiANOCONF#IOENTlAt.i?tAXJNFORMATIOHSHOuLD'BEfcOJRECTEOTO:;'i'di ..
NAME COMPLETE MAILING ADDRESS
Jill M. Wineka Es uire
FIRM NAME (If Applicable)
Purcell Kru & Haller 1719 North Front Street
TELEPHONE NUMBER
717 234-4178 Harrisbur PA 17102
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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)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent 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/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate. or transfers under Sec. 9116 (a){1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
150,944.67
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(11)
(12)
(13)
(14)
X ~(15)
X _(16)
X .12 (17)
X .15 (18)
(19)
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF ,\N OVERPA'WEtH
OFFICIAL USE ONLY
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150,944.67
16,408.81
134,535.86
134,535.86
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Decedents omDlete ress:
STREET ADDRESS
720 Mountain Street
CITY I STATE I ZIP
Enola, PA 17025
I C Add
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CreditslPayments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
0.00
Total Credits (A +8 +C)
(2)
0.00
3. InterestlPenalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty (D + E) (3)
4. If Une 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (58)
Make Check to: REGISTER OF AGENT
0.00
0.00
0.00
0.00
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 /XI
b. retain the right to designate who shall use the property transferred or its income; ........................................ D /XI
c. retain a reversionary interest; or ...................................................................................................... D /XI
d. receive the promise for life of either payments, benefits or care? ............................................................. D /XI
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?............................................................................................... D /XI
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. D /XI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... D /XI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties 01 perjury, I declare lhall have examined thiS return, includ~ a:companylng schedules and stalements.lIId to the best of my knowledge lIId belief. it is true. correct lIId complete.
Declnlion 01 preparer other than the personal representative is based on all Information of which preparer has any knowledge.
SIGNATURE ERSON RESPONSIBLE F FILING RETURN DAlE
J(f
ADDRESS
ADDRESS
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 statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 lwenty-<lne 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)J.
The tax rate imposed on the net value of transfers to or for the use of the decedenfs 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 of the decedenfs 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.
REV-1508 EX + (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MYERS. Dorothy M.
FILE NUMBER
21 05
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-oWlled with right of survivorship must be disclosed on Schedule F.
0554
ITEM
NUMBER
1.
DESCRIPTION
Unclaimed property through Commonwealth of PA
(See attached remittance)
2.
Pennsylvania Employees Benefit Trust Fund
3.
Net cash proceeds from Estate of Jeanne M. Alvord (Decedent was sole beneficiary)
VALUE AT DATE
OF DEATH
853.20
183.07
149,908.40
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
150 944.67
REV-1511 EX + (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
ESTATE OF
MYERS. Dorothy M.
Debts of decedent must be reported on Schedule I.
21
05
0554
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. John C. Sullivan Funeral Home - funeral services 8,307.00
2. Gingrich Memorials - gravemarker 2,153.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbe~s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Yea~s) Commission Paid:
2. Attorney Fees Purcell, Krug & Haller 1,800.00
3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) 3,500.00
Claimant Roy F. Myers
Street Address 720 Mountain Street
City Enola State P A Zip 17025
Relationship of Claimant to Decedent Spouse
4. Probate Fees Register of Wills 360.00
5. Accountanfs Fees
6. Tax Retum Prepare"s Fees
7. Register of Wills - Fee to file Will, JCP fee, Renunciation, Short Certs, Automation fee 55.00
8. Cumberland Law Journal - advertising 75.00
9. The Sentinel - advertising 158.81
TOTAL (Also enter on line 9, Recapitulation) $ 16.408.81
(If more space is needed, insert additional sheels of the same size)
<EV."" "'. ",*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
. M 21 05 0554
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 pndude ~ht s~sal distributions, and transfers under
Sec. 9116 (a (1. )]
1. Roy F. Myers Spousal 100.00
720 Mountain Street
Enola, PA 17025
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 TAXIS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - 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)
IN RE:
ESTATE OF DOROTHY M. MYERS,
Deceased
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND CO., PENNSYLVANIA
: ORPHANS' COURT DIVISION
: NO. 2005-00554
TABLE OF CONTENTS
1. Last Will and Testament of Dorothy M. Myers dated November 1, 1989;
2. Remittance Advice from the Commonwealth of Pennsylvania regarding unclaimed property.
"--
LAST WILL AND TESTAMENT
OF
DOROTHY M. MYERS
I, DOROTHY H. MYERS of East Pennsboro Township, Cumberland County,
Pennsylvania, declare this to be my Last will and Testament, hereby
revoking any will previously made by me.
I - I direct the payment of all my just debts and funeral expen-
ses out of my estate as soon as may be practical after my death.
II - I devise and bequeath all of my estate of whatever nature
and wherever situate unto my husband, Roy F. Myers, providing he sur-
vives me by sixty (60) days.
III - Should my said husband fail to be living on the sixty-
first (61st) day following my death, then I devise and bequeath all of
my estate of whatever nature and wherever situate as follows:
A. I bequeath my Remington rifle to my son-in-law, Ronald
Keammerer.
B. I bequeath any jewelry that I may own to my granddaugh-
ters, Kirby Alicia Keammerer and Emily Lynn Keammerer.
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ARNOLD &: SLIKE. ATTORNEYS.AT.LAW, 2109 MARKET STREET. CAMP HILL, PA 17011
C. All the rest, residue and remainder of my estate shall
be distributed as follows:
1. One-third of said residue shall be paid to my son,
Randy L. Myers. Should he predecease me, then his one-third share shall
be paid to my daughter, Donna Keammerer.
2. One-third of said residue shall be paid to my
daughter, Donna Keammerer. Should she predecease me, her one-third
share shall be paid to her daughters, Kirby Alicia Keammerer and Emily
Lynn Keammerer, subject to the trust provisions set forth in the para-
graph immediately following.
3. One-third of said residue shall be paid to CCNB
Bank, N.A., IN TRUST, nevertheless, for the benefit of Kirby Alicia
Keammerer and Emily Lynn Keammerer, my daughter's two natural children.
My trustee shall hold one share as a separate trust for each of my said
grandchildren then living. out of the income derived by the trustee,
trustee shall pay all the necessary costs and expenses of the trust,
including the reasonable compensation of the trustee, and the trustee,
at its sole and absolute discretion, may make expenditures from the
income or principal of the trust as it may deem necessary for the sup.
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ARNOLD Be SLIKE, A'TTORNEYS-AT-LAW. 2109 MARKET STREET, CAMP HIl.I.. PA 17011
~
. I'
port, maintenance and education of each beneficiary. As each of my
granddaughters attains the age of 22, her trust shall terminate and the
balance shall be paid to her absolutely. Such rights of withdrawal may
be exercised from time to time as the right accrues. No interest in
income or principal shall be assignable by or available to anyone having
a claim against a beneficiary before actual paYment to the beneficiary.
IV - My trustee herein named shall have the following powers and
duties, in addition to those vested in it by law and other provisions of
this will:
A. To retain any or all of the assets of this trust, real
or personal, including its own stock, without regard to any principle of
diversification or risk.
B. To invest in all forms of property, including stock,
common trust funds and mortgage investment funds whether operated by it
or others, without restriction to investments authorized for Pennsyl-
vania fiduciaries, as it deems proper, without regard to any principle
of diversification or risk.
c. To sell at public or private sale, to exchange, or to
lease for any period of time: any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon such
terms or conditions as it deems proper.
D. To allocate receipts and expenses to principal ,or,
income or partly to each as it from time to time thinks proper 1n 1ts
sole discretion.
E. ,To make paYment to the parents or guardians of any
minor or incompetent beneficiary.
F. To hold property in my name or in its name, or in the
name of a nominee or unregistered.
G. To lend to, or purchase from, my executor even though
trustee may also be such executor.
Page 3
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v - I have intentionally made no provision for my daughter's
adopted son.
VI - I appoint my husband, Roy F. Myers, Executor of this, my
Last will and Testament. Should my said husband fail to qualify or
cease to act as such, then I appoint my children Randy L. Myers and
Donna Keammerer, to act in this capacity. Should both of them fail to
qualify or cease to act as such, then I appoint CCNB Bank, N.A. to act
in this capacity. None of my personal representatives shall be required
to post bond in this or any jurisdiction.
the
IN WITNESS WHEREOF, I have hereunto set my hand and seal on this
/4J- day of -rJ" ~
, 1989.
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. Doro 1 M. Myers 0
Signed, sealed, published and declared by DOROTHY M. MYERS, Testatrix
therein named, on this and three (3) other sheets of paper as and for
her Last Will and Testament, in our presence, who, in her presence, at
her request, and in the presence of each other, have hereunto subscribed
our names as attesting witnesses.
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'Address
ARNOLD &: SLlKE, ...nORNEYS....T-LAW. 2109 M"'RKET STREET, C"'MP HILL. PA 1'011
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COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY
OF
CUMBERLAND)
WE, the undersigned, the testatrix and the witnesses, respectively,
whose names are signed to the foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the testatrix
signed and executed the instrument as her Last Will and Testament and
that she signed willingly (or willingly directed another to sign for
her), and that she executed it as her free will and voluntary act for
the purposes therein expressed, and that each of the witnesses, in the
pre~ence and hearing of the testatrix signed the will as witnesses and
that to the best of their knowledge' the testatrix was at that time
eighteen years of age or older, of sound mind, and under no constraint
or undue influence.
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Subscribed, sworn to and acknowledged before me by the test~ix,
subscr~ed a~d ~orn to before me by both witnesses,'this I
of f/~ , 19S:t-. .
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N6tary Public , '
NOT AR IAL SEAL
THELMA S. McCAUSLIN. Notary Public
Camp Hill, PA Cumberland County
. My Commission Expires .July 3, 1992
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ARNOLD &: SLIKE. ATTORNEYS-AT_LAW. 2109 MARKET STREET. CAMP HlI.L. P,"17011
Commonwealth of Pennsylvania
Remittance Advice
Acct. Purchase Order Invoice Invoice
~ Control Number Number Date Number
WE ARE PRESENTING THIS CHECK FOR YOUR UNCLAIMED PROPERTY, CLAIM #99610871
o 0 12/21/2005 99610871
001472 85 51413215
Payment
Amount
$853.20
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IF YOU HAVE ANY QUESTIONS CONCERNING THIS PAYMENT CALL 1-800-222-2046
Total Payment Amount - $853.20
DETACH CHECK AT PERFORATION
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