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Home My WebLink About05-21-07 (2) ---I 15056051058 REY-1500 EX (06-$) FA~oIA1Mn1e . Bur-. oIlndhilb11 Tams PO BOX 2811801 HIIriIbuIg. FA 17128-G601 EN11!R OI!GEDENT IFORIIATION BELOW Socl8I Secwtty Number Date of Death OFFICIAl. USE ONLY CauIIly Code YtIIr c11 07 fie NtnbIr iMHERlTANCE TAX RETURN RESIDENT DECEDENT OJ. cj1 Date rA BIrth 03107/1914 284-52-9149 02123/2007 Decedenfs Last Name Suffix ~s First Name SLARB LETHA (If AppIeIlbllt) EnW SunIwIng Spouee's IrIfarrMIIon Below Spouse's Last N1n8 Suffix Spouse's first Name Spouse's SocI8I Secwtty Number THIS RElURN IIUST BE FLED It DUPLICATE WITH THE REGISTER OF WILLS FI.L.. APPROPRIAlE OVALS BELOW . 1. 0rIgInIII Reb.m 2. Supplemeral ReUn 3. RemaInder Rebm (dMI c:I d8attl pdor to 12-13-82) 5. Federal EstaI8 Tax ReIum RequIl8d 48. F..... II*Intst CompromIse (dale of d88Ih afIIIIr 12-12-82) 7. Decedent MaInIaIned a LIvIng Trust (Attach Copy rA Trust) 10. Spousal P'cMJrly CnIcIt (daIB c:I deaIh 11. EIecIan to 1BlC under See. 9113(A) '*-' 12-31-91 and 1-1-95) (AIIach Sch. 0) CORRESPONDENT - 1111 8ECIDf.-r IE co.LETED. ALL~ MD CXINFIIJEffIW. TAX N=ORIMl1ON SHOULD BE DIRECTED TO: NIn8 Daytime Telephone Number . 4. I.hIl8d EstaliB . 6. Deced8nt DIed l8sl8te (Mach Copy rA WII) 9. LIIIgalIon Proceeds ReceIv.I 8. Total Number c:I Safe Depostt Boxes RICHARD SLARB FIrm NIn8 (If ApplIcable) (717) 249-5790 REGISTER OF WILLS USE ONLY C) --coO :IJ first Ine fA address 5 EAST LINDEN DRIVE Second Ine of addNss C) : .s C~~ .) City or Post Office CARLISLE DATE FILED Slate ZIP Code 17015 ;--1 PA CuI.ooSpo:loldenfs e-mail addnI&a: UndIIr....... of..;.y. I dec:IMIlllIll '-..-..Ir18d this 1WIum. lnc:IucIlng ~lifng sc:heduIea end 1111. ...,., end to... best of my knowledge end beIi8f. I is true, CllIIMd end CllIIIIplIflt. o.ct.IIIan of ~oa.. then the ~ ....-*IMI1s bn8d on .. II............ ofwhlch pnIp8I8I' has any knowIlIdge. ~~AP:r MlE S-j2-()/d7 5 EAST LINDEN DRIVE. CARlISLE. PA 17015 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE MlE ADDRESS PLIEA8B .... ORIGIIIAL POR. o..y Side 1 L 15056051058 ~ 15056051058 MI A MI t"'<"; (=:-> l..~J -.J ~. .;:,.. -< N N .e- N r' " -.J 15056052059 REV-1500 EX Decedents Name: LETHA A SLARB -'~----~_.""---'"-~-~"-'---~-'."---'--~-----^'-~'~,-"-----~-_.,----"-~--~-~"-_.__._---,---"_.~._.."._-~~_.__._--~--_.-.- 284-52-9149 RECAPITULATION 1. Real esta1.8 (Schedule A). . .. .. ... .. .. .. ... .. ....... .... ..... ...... ... 1. 2. Stocks and Bonds (Schedule B) ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Colporation, Partnership or Sole-Proprietorship (Schedule C) .. . .. 3. 4. Mortgages & NoI8s Receivable (Schedule D) .. .. . .. .. .. .. . .. .. .. .. . .. .. .. 4. 5. Cash, Bank Deposits & MIscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) c:::> Separate SlIng Requested . . . . . .. 6. 7. Inter-VMJS Transr..rs & MIscellaneous Non-Probate Property (Schedule G) c::; Sepera1.8 BlRlng Requested.. . . . . .. 7. 8. TataI GronAaets (total Lines 1-7).. ... .. .. .. ... .. .. .. ... .. .. .. ..... .. 8. ~._-----~--_.__._-_.-.~----_.__._-_._--~_._,.._-~.._-----,"~----"._. 9. Funeral Expanses & AdministratMl Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Deb1s of Decedent, Mortgage Llabililies, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 11. TataI Deductions (total Lines 9 & 10). .. .. .. ... .. .... ..... " .. ... .... ... 11. 12. NetValueofhtMe (Line 8 minus Une 11)..............................12. 13. Charilable and Governmental BequeslslSec 9113 Trusts for which an election to tax has not been made (Schedule J) .. . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value SubJec:t to To. (Line 12 minus Line 13) .. . . . . . . . . . . . . . . . . . . . .. . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax rate. or transf8rs under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Une 14 taxable at lineal rate X .045 1,807.27 17. Amount of Une 14 taxable at sibHng ral.8 X .12 18. Amount of Une 14 taxable at oollatend ra1.8 X .15 15. 16. 17. 18. 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESnNG A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 Deoedanfs Social Security Number 0.00 0.00 0.00 0.00 49,216.23 0.00 0.00 49,216.23 8,892.60 62.15 8,954.75 40,261.48 100.00 40,161.48 1,807.27 1,807.27 ~ 15056052059 --I REV-1500 EX P8ge 3 .... NlIIftbllr Decedenfs Complete Address: it -.---- - ..~- DECEDENrs NAME DECEDENr8 SOCIAL SECURITY NUMBER LETHA A SlARB 284-52-9149 STREET ADDRESS 5 EAST LINDEN DRIVE el1Y I STATE TZlP CARLISLE PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2 line 19) 2. CredilslPaymenIs A. Spousal Poverty Credit B. PriOl' Payments C. Discount (1) 1.807.27 200.81 Total Credits ( A + B + C ) (2) 3. InterestJPenalty if applicable D. Interest E. Penalty TotaIlnteleSWenalty ( D + E ) (3) 4. If line 2 is greater than line 1 + line 3, enter \he differlInce. This is \he OVERPAYIIENT. FHI in oval on Page 2, Line 20 to request a refund. (4) 5. If line 1 + line 3 is greater than line 2, enter \he difl8rence. This is the TAX DUE. A. Enter the interest on the lax due. 1,606.46 B. EnIer the IOtaI of line 5 + SA. This is the BALANCE DUE. (5) (5A) (58) 1,606.46 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN T IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. I9Iain the use 01' income of \he property transfemld;.......................................................................................... 0 [iJ b. retain the right to designate who stlalluse the property transfemld 01' its income; ............................................ 0 [iJ c. retain a reversionary interest; 01'.......................................................................................................................... 0 [j{] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [j{] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [iJ 3. Did decedent own an "in trust fol" or payable upon death bank account or security at his or her death? .............. 0 [iJ 4. Did decedent own an Individual Retil9m8llt Account, annuity, or oUler non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [iJ , THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FLE 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. S9116 (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. S9116 (8) (1.1) (i)). The statute does not exernDt a transfer to a surviving spouse from tax, and Ihe statutory requilements for disclosure of assets and fili1g 8 tax return are stil applicable even if the survivilg spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate inposed 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 chikl 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. S9116(a)(1)l. 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. S9116(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+ (8-811) .. COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHIDULI I CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERlY ESTATE OF FLE NUDER Indude.. ~ of 1IigBIlan'" lie dIIIt.. ~ ...18aIMd by........ AI......, jlIlI_ ...... willi. fII_......., .... lie ........ .. ..... F. ITEM W-UEATIMTE NUMBER DE:SCAlPTION OF IEATH 1 FIRST MERIT BANK, WIl.ARD, OH CERTIFICATE OF DEPOSIT ~WAL) 35,544.52 2 ARST MERIT BANK, WIl.ARD, OH CHECKt4G ACCOUNT 449.12 3 COMMERCE BANK, HARRISBURG, PA CHECKING ACCOUNT 1,749.09 4 COMMERCE BN<<, HARRISBURG. PA SAVINGS ACCOUNT 11,173.50 5 PERSONAL. PROPERTY (MISCB..L.ANEOUS) 300.00 lOTAl. (AIIIo enI8r on line 5, R....P6on) $ (If IIIllI8 .... is IIIlIdId, II-' addIIonIIlIhelds rj .. .... lIizIt) 49,216.23 REV-1511 EX+ (12-89)_ COMMONWEALTH OF PENNSYLVANIA INHEflITANCE TAX fETU'WlI RESIOENr IlECB)ENT sa.DULI H FUNaAL EXPENSES & ADMINISIIA1M COS1S ESTATE OF FLE NUMBER .... 01........ ..... be ........ 011....... L fTEM NlIIBER A. ut:&Ctr11Olol MIOtIfT 1. FUNERAL EXPENSES: FUNERAl.. SERVICES ENGRAvtlG HEAD STONE GRACE BRETtR:N ctIURai MINISTER, GAME BRErmEN CHURCH JENKINS R.OWERS 7,995.31 150.00 100.00 100.00 328.60 2. 3. 4. 5. B. ADMINISTRATIVE COSTS: 1. P8IscnII RIp_.IwII..,;'s CommIssions NlneofP8llonllR8pnlselIlllMl(s) RICHARD D. SlARB SocIII Securily NunIbeI(s)l8N NurRber of P8IIonII ~s) Slr88tAddr81s 5 EAST LINDEN DRIVE Cly CARLISLE SbIl8 PA ZIp 17015 v..{s) Commis&ion Paid: NlA 2. AIbney Fe. 3. F8mIy EDmption: (If decIdInl's 8dd_ is not.. _ 8S c:IIR8rt's., lIII8ch expIInaIion) CIIIimBnt SIr88t Addr8Is CIly SbIl8 . ZIp RWliu.lIIip of CIIinImt III DececI8nt 4. Plob8l8 Fe. 128.00 5. AI:GoutIlInI's Fe. 0.00 6. Tall R8tum PnIpBJw's Fe. 0.00 7. MISCEUANEOUS ADMINISTRATIVE EXPENSES 90.69 10TAL (AIIo enIIlr on Ine 9, RecapiIuIBIion) $ (If men spIC8 is Il8lIdIId, inllIrt 8lIlIIonaI sheeCs of .. SIIIl8 sizrI) 8,892.60 REV-1512 EX+ (12.m) *' sa.DUlI I DEBTS OF DECEDENT, MORI'GAGE UABllRlES, & UENS COIIMOHWEAI.TH OF PENtSYllMIA INHERITANCE TAX RE11JRN RESlIlENT DECEDENT ESTATE OF FLE ...-eR Report dIbIs InclIrrW by .. ....... prior 10 ....... ..... .......... ..... . of.. ... of..... ........ ....1lllIIurIId IIIeIIcII ....-. ITEM VALUE AT DATE NUMBER oesaF11ON OF DEATH 1. FINAL TREPHONE au 62.15 TOTAL (Also enIIIr on line 10, RecapIuIaIion) $ (l1llOAI splDIls 1l8Ided, in&ert 8ddilion8I sI1IIIB of1lt8.IM size) 62.15 REV-1513 EX+ ~ *' SCHIDUU J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LETHA A SLARB FILE NUMBER RElATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do NoI list Trust.I(s) OF ESTATE I TAXABLE DISTRIBUTIONS (indude ou1right spousal dilItrIbutIons. and tnInsf8rs und.. Sec. 9116 (a) (1.2)1 1 RICHARD D. SLARB, 5 EAST LINDEN DRIVE, CARLISLE, PA 17015 SON 1/3 2 .RJOITH E. WISE, 195 E. LAKESHORE DRIVE, HOPE, MI48628 DAUGHTER 1/3 3 CONSTANCE S. MEADIE, 4715 WILSON RD. HARVARD, Il60033 DAUGHTER 1/3 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-l500 COVER SHEET n NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABlE AND GOVERNMENTAL DISTRIBUTIONS 1. GRACE BRETHREN CHURCH, HOMERVlLlE, OH 100.00 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 100.00 (If more spIC8 Is needed, insert additional sheets of the ssme size)