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Home My WebLink About02-21-07 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 28U-6-Cri--"---n-"..., HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT LEIB DORIS J 920 STROCI< DRIVE MECHANICSBURG, PA 17055 _u fold ESTATE INFORMATION: SSN: 164-30-4676 FILE NUMBER: 2107-0162 DECEDENT NAME: MCNAUGHTON BRUCE R DA TE OF PAYMENT: 02/21/2007 POSTMARK DATE: 02/21/2007 COUNTY: CUMBERLAND DATE OF DEATH: 00/00/0000 NO. CD 007821 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $245.04 I I I I I I I I TOTAL AMOUNT PAID: REMARI<S: CHECJ<# 1129 SEAL INITIALS: WZ RECEIVED BY: REGISTER OF WILLS $245.04 GLENDA FARNER STRASBAUGH REGISTER OF WILLS ..J 15056051058 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes PO BOX 280601 Ha~,PA1712~1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN '" """'\ RESIDENT DECEDENT '" \ v RIe Number 0\ lo'~ Date of Birth 164-30-4676 1 0/15/2006 08/26/1931 Decedent's Last Name SuffIX Decedent's First Name Ml McNaughton Bruce R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name SuffIX 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 . 1. Original Retum 2. Supplemental Retum 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death 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 Telephone Number r..,) <:-~-) CJ ---J 4. Limited Estate 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes Doris J. Leib (717) 697-53Hr:-) -~;-i Firm Name (If Applicable) . '-c-, j'"l REGISTER OF ~1!:,t:~;~SE Oflli}( " N First line of address -~ . 920 Strock Dr. co Second line of address (.,) u) City or Post Office Mechanicsburg State ZIP Code DATE FILED PA 17055 Correspondent's e-mail address: Under penalties of pe~ury, 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 preparer has any knowfedge. SIGNATU'!70~ESPONSI LE ~ FILING RETURN __ ~ ~ _~ __ _ _~ _ j..-rf--- C) 7 ADo:sCi2-R [)Jk,-_ )ru~ ' )-f ~~ ___ __ _ SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 ..J ....J 15056052059 REV-1500 EX Decedent's Name: Bruce R McNaughton RECAPITULATION 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 Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 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 APPUCABLE 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 .12 245.04 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 Decedent's Social Security Number 164-30-4676 0.00 0.00 0.00 0.00 8.629.07 0.00 0.00 8,629.07 6.537.95 49.15 6,587.10 2.041.97 0.00 2,041.97 245.04 245.04 ~~~J 15056052059 -.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Bruce R McNaughton --- STREET ADDRESS 1 West Penn Street File Number DECEDENTS SOCIAL SECURITY NUMBER 164-30-4676 CITY Carlise I STATE PA !ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 245.04 Total Credits (A + B + C ) (2) 0.00 3. InterestlPenalty if applicable D. Interest E. Penalty TotallnterestJPenalty ( 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, Une 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) 0.00 0.00 B. Enter the total of Line 5 + SA This is the BALANCE DUE. (SA) (5B) 0.00 0.00 245.04 0.00 245.04 A. Enter the interest on the tax due. 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;hh..............................................h...................................... 0 Iil b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 Iil c. retain a reversionary interest; or......................................................................................................................h.. 0 [i] d. receive the promise for life of either payments, benefits or care? ......................................h......................h.h... 0 Iil 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .........h................................................................................................... 0 Iil 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. Iil 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .............................................................................................h......................... 0 Iil 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 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 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 decedenfs 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. REV-1510 EX+ (6-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Bruce R. McNaughton This schedule must be completed and filed if the answer to any of Questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. FILE NUMBER DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND TAXABLE NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABlE) VALUE 1. 1st National Bank of Newport, Funeral Trust Account, to DM Myers Funeral J 7,258.571 G CJ 7,258.57 Home !! 0 CJ 0 CJ 0 CJ 0 CJ 0 I 10 CJ 0 CJ 0 CJ 0 I 10 CJ 0 I 10 CJ 0 CJ 0 CJ 0 0 CJ 0 0 CJ 0 0 CJ 0 0 CJ 0 0 CJ 0 CJ 0 CJ 0 CJ 0 CJ 0 CJ 0 CJ 0 CJ 0 CJ 0 J 10 CJ 01 ICJ 0 CJ TOTAL (Also enter on line 7 Recapitulation) $ I 7,258.571 (If more space is needed. insert additional sheets of the same size) REV-1508 EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Bruce R. McNaughton FILE NUMBER ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH D M& T Bank Checking Account # 668400 1,370.80 TOTAL (Also enter on line 5, Recapitulation) $ 1,370.80 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. (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 FILE NUMBER ESTATE OF Bruce R. McNaughton ITEM NUMBER A. B. 1. D D D D D Debts of decedent must be reported on Schedule I. 1. DESCRIPTION AMOUNT F P N David M Myers Funeral Home, 2nd & Walnut St., Newport, PA 17074 6,537.95 D D D D D D ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) I Social Security Number(s)/EIN Number of Personal Representative(s) I U Street Address I City I lStateC]Zip I Year(s) Commission Paid: I I ~ I I I I I 2. Attorney Fees ~ ~ I I 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant I Street Address I City I I State C] Zip I Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 6,537.95 REV-1512 EX+ (12-03) '* COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RElURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE UABILITIES, & UENS ESTATE OF FILE NUMBER Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PP&L Electric Account # 59040-76003 25.07 2 Crystal Springs Water Account # 1214145 Invoice # 10061214145 6066169 24.08 TOTAL (Also enter on line 10, Recapitulation) $ II 49.151 D (If more space is needed, insert additional sheets of the same size) REV-1513 EX+(9-00) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Bruce R. McNaughton FILE NUMBER D D D D D 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 pnclude outright spousal distributions, and transfers under Sec. 9116 /al /1.211 1 I Doris J. Leib 920 Strock Drive, Mechanicsburg, PA 17055 I I Sister 50% 2 IHarry McNaughton Jr., Box 766 Mountain Road, Millerstown, PA 17062 II Brother 50% I I I I I I I II 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 I I I I I I TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 14 I D D D D D D D D D D D D D D D (If more space is needed, insert additional sheels of the same size) CIJ'SIa/. Crystal Springs a brand of OS Waters of America, LP PO Box 660579 Dallas, TX 75266-0579 For Customer Service and Account Inquiries, Call1-800-444-PURE (7873) or visit www.crystal-springs.com Customer Account #: 1214145 BRUCE MCNAUGHTON 700 NEW BLOOMFIELD RD DUNCANNON. PA 17020 Your Next Deliveries: 12-01-06 01-02-07 Invoice Date: 11-26-06 Invoice #: 110612141456066169 Purchase Order #: Date Details Qty. Each Amount Previous Balance 19.08 10-30-06 P3980 Payment - Thank You -12.72 11-07-06 R3980 Non-sufficient Funds 12.72 11-15-06 P3313 Payment - Check - 3313 - Thank You -24.08 Remaining Balance -5.00 . 11-01-06 TRANSACTION # T063053456001 ROOM TEMP AND COLD COOLER Removed Serial #98211492 -1 0.00 5.0 GAL BOTTLE RETURN -5 4.00 -20.00 Sales Tax 0.00 Total -20.00 Special Order by: BRUCE MCNAUGHTON Ph #: (717) 834-4498 11-07-06 TRANSACTION # NSF 3980 110706 NSF FEE 1 25.00 25.00 Sales Tax 0.00 Total 25.00 11-25-06 TRANSACTION # 11959196 ENERGY SURCHARGE 1 2.04 2.04 Finding your next scheduled delivery day just got easierl View and print your 2007 Delivery Calendar online at www.water.com. 652740 (DSWOO77;DSWOO90) Log onto your account or register today. Click on Printable Calendar. $19.08 II@I Total New Charges $7.04 I I Pay This Amount $2.04 Previous Balance .L... CIJ'SIaI Crystal Springs a brand of DS Waters of America, LP PO Box 660579 Dallas, TX 75266-0579 For Customer Service and Account Inquiries, Call1-800-444-PURE (7873) or visit www.crystal-springs.com BRUCE MCNAUGHTON 700 NEW BLOOMFIELD RD DUNCANNON, PA 17020 Invoice Date: 10-29-06 Invoice #: 100612141456066169 Purchase Order #: Date Details Qty. Each Amount 10-01-06 Previous Balance A588687 Balance transfer due to Address Change,old bill to # 1493149 Remaining Balance 0.00 12.72 12.72 10-27-06 TRANSACTION # 063001556184 ROOM TEMP AND COLD COOLER RENTAl Sales Tax Total 6.00 600 0.36 6.36 Total New Charges 6.36 (DSW0077) /~r' 652740 r1 tj;IJ8 Previous Balance $0.00 I I Payment $-12.72 Total New Charges $6.36 --L_._._.".~_._ ~~~~'c U~'lities 2 North 9th Strel<t- 'I AI entoWI), PA 18101-1175 Te . ~O. 8. Fax 84.654.3713 www.ppelectric.com \as.Ol.:: AT 01 001837 338788 10 A**3DGT BRUCE MCNAUGHTON % JOE MCNAUGHTON 700 NEW BLOOMFIELD RD DUNCANNON PA 17020-9717 November 21, 2006 1...11' ...1' ',""'.11I...'. ,.., ... ,..., 1111.111...1' ....1' ..1 Bill Account No: 59040-76003 Amt Past Due--$ 25.07 Dear Customer: Your final bill with PPL Electric Utilities is overdue for the amount shown above. We understand it is easy to forget a final bill when moving or changing service. For this reason, PPL Electric Utilities offers various methods of bill payment such as credit card payment, speed pay (we automatically process your check over the phone), and payment agreements. If your account remains overdue, we may refer your balance to one of our collection agencies or attorneys. An unpaid account balance could have a negative effect on your credit rating. To avoid collection action, please contact us within the next 10 days. Our telephone number is 1-800-358-6623 and our hours are 8 AM to 5 PM. When you call, you can either pay the amount you owe or set up a payment agreement. If you have already paid this bill, thank you for your payment. If you have any questions please call us at the above telephone number. Mailed payments must be sent to PPL Electric Utilities, Attn: RPC-GENNI,2 N. 9th St., Allentown, PA 18101. Revenue Collection Supervisor Established in 1895 By Samuel D. Myers David M. Myers Jack & Sally December I, 2006 Doris Leib IN ACCOUNT WITH DAVID M. MYERS FUNERAL HOME SECOND AND WALNUT STREETS NEWPORT. PENNSYLVANIA 17074 PHONE (717) 567-3138 15 October 2006 Complete funeral expenses for: Bruce R. McNaughton Traditional funeral with 20 gauge casket Concrete grave liner, grave casket device, grass and tent Grave opening- Newport Cemetery Clergy honorarium (3) D~ath Certificates Obituary Notices Harrisburg Newspaper Carlisle Newspaper Flow~rs- Newport Greenhouse Luncheon Engrave marker and base for marker $ 4,575.00 725.00 500.00 50.00 18.00 89.80 56.00 84.80 264.35 175.00 $ 6,537.95 $ 7,258.57 $ 720.62 First National Bank Burial Account Refund Affidavit for SUrviving Spouse, Child, Father, Mother, Sister, Brother - PA State of Pennsylvania COUNTY OF Cumberland I, Joe McNaughton and Doris J. Leib , being duly sworn according to law, depose and say the following: (1) that Bruce R. McNaughton Died on 10/1512006 and that said decedent had in hislher own name account(s): 668400 at , Pennsylvania. (2) that my family relationship to the decedent is as follows (check the appropriate line): Surviving Spouse 0 Child 0 Father/Mother 0 SisterlBrother 181 N lL>e ~~ e. vv (3) that the attached hereto and made part hereof is one of the following (check appropriate line): 181 an original, receipted funeral bill duly executed by a licensed funeral director o an affidavit duly executed by a licensed funeral director, which sets forth, the satisfactory arrangements for payment of funeral services have been made (4) I herein acknowledge receipt of the sum $, 1370.80 (not exceeding $3,500.00) from said decedent's account(s) in accordance with Section 3101 (b) of the Pennsylvania Probate, Estates and Fiduciaries Code. (5) I hereby absolutely indemnify and hold harmless M&T Bank as a result of said receipt of monies. NAME ADDRESS Joe McNaughton 700 New Bloomfield Rd. Duncannon, PA 17020 Doris J. Leib 920 Strock Dr. Mechanlcsburg, PA 17055 , 2006 ~.IP~xt; f)~ -&t / . (Signature) Sworn and subscribed before me this 30th day of October dllVldL>~ NOTARY PUBLIC Q. ~ CVt 0-<-01----J saIJl3loN )0 uopepossv e!Ue^IM;UUad 'Jaqwaw 800, " .q~:J S;ll!dx3 UOISS!WWO::> AW ^luno::> PUIl(J~wn::> 'OJ08 ~uAOW;YY :J!lqnd ,ullJON 'uo8pmq:J!>> .V AllSpUn 1l!:lS (l!!JlllON VlNVA1ASNN3d dO fll"IV31t\NOWWro COMMONWEALTH OF PENNSYLVANIA Notarial Seal Lindsay A. Richardson, Notary Public LeMoyne Boro, Cumberland County My Commission Expires Feb. 2. 2008