HomeMy WebLinkAbout01-26-07
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 -- () 1- 0 D ~ ~
DECEDENT'S NAME
Anna R. Lebo
STREET ADDRESS
4833 East Trindle Road
CITY I STATE IZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
1,479.94
0.00
(2)
~ ..0
. -:01-"1
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
Total Interest/Penalty (0 + E)
4. If line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
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 the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(1)
~5F';
(SA)
(5B)
29,598.74
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31,419.9-4
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ell
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2:8,118.80
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28,118.80
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE 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;.........................................
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?............................................................................................................... ..........
Yes
o
o
o
o
No
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[!J
[Xl
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C
D
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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?..... ,_....... -............ '. .....,... ...............". .....,.. ...... ...., ..... -........ ....,........................... [J ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
F or 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. 39116 (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 o~ for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P .S. 39116 (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 .5. 39116 1.2) [72 P .S. 39116 (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. 39116 (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.
ETZWEILER AND ASSOCIATES
ATTORNEYS-AT-LAW d \ _. 0 r-1 00 ~(:7j
105 NORTH FRONT STREET
HARRISBURG, PA 17101-1436
Office hours: Mon.-Fri. 8:00 a.m.-5:00 p.m.
(717) 234-5600
Earl Richard Etzweiler, Esquire
Christian S. Daghir. Esquire
HALIFAX LINE
(717) 896-3737
Fax Line: (717) 234-5610
Email Address:retzweiler(W.comcast.net
2 West Main Street
Elizabethville. P A 17023
(717) 362-8395
Office hours: Thurs. 7:00 p.m.-9:00 p.m.
225 Market Street
MiIlersburg, P A 17061
(717) 692-2519
Office hours: Tues. and Fri. 4:00 p.m.-8:00 p.m.
Sat. 10:00 a.m.-12:00 noon
January 10,2007
.,
Register of Wills - Attention: Angie
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
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Re: Estate of Anna R. Lebo
(...)
Dear Angie:
In accordance with the telephone conversation you had with my secretary, Karen
Paul, of this date, please find enclosed the original and one copy of the third page of the
Inheritance Tax Return for Anna R. Lebo which you are holding. Please replace the third
page of the Inheritance Tax Returns that we had previously sent to you with the enclosed
third page. The only change on this page is that the address of Anna R. Lebo is now listed.
I am authorizing your office to change the date of birth on the front page of the
Inheritance Tax Returns from 08122021 to 08121921. I certainly appreciate your
consideration and cooperation in this matter.
If you need anything further, please contact my office.
Sincerely yours,
/;I r. /lv. J- (~ ".~c? '. u_
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Earl Richard Etzweiler
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Enclosures
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