HomeMy WebLinkAbout11-15-07 (3)
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15056041147
DI=\I.4I;OO EX (06-05)
"A~a~enrom'evenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
.
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 6
FIle Number
1034
Date of Birth
184124544
08212006
02041922
Decedent's Last Name
Suffix
Decedent's First Name
MI
PHILLIPS
IVAH
C
(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 Return
o 2. Supplemental Return
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
6. Decedent Died Testate
(Attach Copy of Will)
o
[!]
4a. Future Interest Compromise
(date of death after 12-12-82)
4. Limited Estate
rXi
'---'
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
1
8. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received
n
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
[J
11.Election to tax under Sec. 9113(A)
(Attach Sch. 0)
ijORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
GARY L. JAMES ESQ.
7175333280
HUMMELSTOWN
State
PA
ZIP Code
17036
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DA FILED N ""'1
Firm Name (If Applicable)
JAMES, SMITH, DIETTERICK &
First line of address
134 SIPE AVENUE
Second line of address
City or Post Office
Correspondent's e-mail address:
Under penalties of perjury, 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 knoWledge.
SIG73U;;;;;RSOliiA'llNm~ILlNG RETURN Bruce Linn Phillips / t' ~~~ ~(J "1
ADDRESS ~
1029 Schoolhouse Road, Annville, PA 17003
Gary L. James Esq.
DATE
1(- '7 - i&c(
melstown, PA 17036
Side 1
L
15056041147
15056041147
-.J
ri
--.J
15056042148
REV-1500 EX
Decedent's Name Ivah C. Ph i II i ps
RECAPITULATION
1. Real Estate (Schedule A).......................................................................................... 1.
2. Stocks and Bonds (Schedule B)...............................................................................
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)................
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested.............
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested.............
Decedent's Social Security Number
184124544
2.
20,342.39
5.
11,849.03
6.
7.
320,536.91
8. Total Gross Assets (total Lines 1-7)....................................................................... 8. 352 , 72 8 . 33
. -----_._~-.__.__.-.~---_._~._-------~_._-------~~--,---~~--_.
9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9. 4 4 , 111 . 7 2
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).................................................
14. Net Value Subject to Tax (Line 12 minus Line 13).................................................
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2)X .00
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 1"41aXable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
o . 0 0
259,715.59
0.00
0.00
19. Tax Du8..................................................................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
10. 20,043.74
11. 64,155.46
12. 288,572.87
13. 28,857.28
14. 259,715.59
15.
0.00
16.
11,687.20
17.
0.00
18.
0.00
11,687.20
D
15056042148
--.J
REV-1500 EX Page 3
Decedent's Complete Address:
;:, l'IAMt:
Ivah C. Phillips
STREET-ADDRESS ------------------------
702 Fifteenth Street
File Number 21-06-1034
CITY
I STATE
PA
TZ'P--------
I 17070
New Cumberland
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
11,000.00
578.95
11,687.20
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2) 11,578.95
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 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 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
108.25
108.25
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;...............................on................................................ 0
b. retain the right to designate who shall use the property transferred or its income;.................................... 0
c. retain a reversionary interest; or.................................................................................................................. 0
d. receive the promise for life of either payments, benefits or care? .............................................................. 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.......................................................................................................................
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?...................................................................................................................... 0 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
No
I
'--
[J
o
o
[J
o
iX
L-
o
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. 99116 (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. 99116 (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 (O) percent [72 P.S. 99116 (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. 99116 1.2) [72 P.S. 99116 (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. 99116 (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-1503 EX:> (6-98)
'.
SCHEDULE B
STOCKS & BONDS
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Phillips, Ivah C.
FILE NUMBER
21-06-1034
ESTATE OF
All property jointfy-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 $20,000 Central Pennsylvania Conference Committee 100 20,000.00
The United Methodist Church demand note 5.5% -
valued per letter dated 02/22/07
Accrued income on Item 1 through date of death 342.39
TOTAL (Also enter on Line 2, Recapitulation) 20,342.39
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule B (Rev. 6-98)
Rev-1508 EX+ (6-98)
.*,
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phillips, Ivah C.
FILE NUMBER
21-06-1034
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property JoInlly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 PA Central Federal Credit Union share savings account # 13073-015 - valued per
letter dated 03/12/2007
VALUE AT DATE
OF DEATH
5,012.24
2 Sovereign Bank checking account # 0771100582 - valued per letter dated
02/15/2007
1,836.67
Accrued income on Item 2 through date of death
0.12
3
1997 Toyota Camry - valued per sales price
5,000.00
TOTAL (Also enter on Line 5, Recapitulation)
11,849.03
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
Rev-1510 EX.+ (6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T AA RETURN
RESIDENT DECEDENT
ESTATE OF
Phillips, Ivah C.
FILE NUMBER
21-06-1034
This schedule must be completed and filed if the answerto any of questions 1 tI1rough 4 on the reverse side of the REV-l500 COVER SHEET is yes.
ITEM ' IIVI'! vr t'Kvt'cK I Y DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER- ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 AIG SunAmerica Annuity account # 83,992.42 83,992.42
P37A0011502 - titled in the name of Harry J and
Ivah C Phillips Living Trust dated September 27,
1997 valued per letter dated 02121/07-
beneficiaries are Bruce Phillips and Kathy
Phillips Finley
2 252.323 units of American Funds Capitallnc 14,518.67 14,518.67
Builder Fund CI A - held in the Edward Jones
Brokerage account No. 957-08689-1-0 - titled in
the name of Harry J and Ivah C Phillips Living
Trust dated September 27,1997 valued per
statement and public listing
3 152.856 units of American Funds Smallcap World 5,797.83 5,797.83
A - held in the Edward Jones Brokerage account
No. 957-08689-1-0 - titled in the name of Harry J
and Ivah C Phillips Living Trust dated September
27,1997 valued per statement and public listing
4 300.074 units of American Funds Washington 9,866.43 9,866.43
Mutual Investors Fund CL A - held in the Edward
Jones Brokerage account No. 957-08689-1-0-
titled in the name of Harry J and Ivah C Phillips
Living Trust dated September 27,1997 valued
per statement and public listing
5 Real estate located at 702 Fifteenth Street, 175,000.00 175,000.00
Cumberland County, PA - titled in the Harry J.
Phillips and Ivah C. Phillips Living Trust dated
September 27,1997 valued per sales price
Total of Continuation Schedule ee attached page
TOTAL (Also enter on Line 7, Recapitulation) 320,536.91
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule G (Rev. 6-98)
Rev-1510 EX+ (6-98)
.w
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
continued
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phillips, Ivah C.
IIFILE NUMBER
I 21-06-1034
ITEM 'IIUN Uf ""'" " y DATE OF DEATH % OF OECD'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPliCABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE.
6 Sovereign Bank savings account # 0774042758- 4,298.56 4,298.56
titled in the Harry J and Ivah C Philips Living
Trust dated September 27, 1997 - valued per
letter dated 02115/2007
Accrued interest on Item 6 through date of death 4.51 4.51
7 1,158.529 units of Van Kampen Equity and 10,241.40 10,241.40
Income Fund CL A - held in the Edward Jones
Brokerage account No. 957-08689-1-0 - titled in
the name of Harry J and Ivah C Phillips Living
Trust dated September 27,1997 valued per
statement and public listing
8 1,519.159 units of Van Kampen HighYield 16,817.09 16,817.09
Municipal Fund CL A - held in the Edward Jones
Brokerage account No. 957-08689-1-0 - titled in
the name of Harry J and Ivah C Phillips Living
Trust dated September 27,1997 valued per
statement and public listing
TOTAL (Also enter on Line 7, Recapitulation) 320,536.91
Copyright (c) 2002 form software only The Lackner GrouP. Inc.
Form PA.1500 Schedule G (Rev. 6-98)
REV-1151 EX+ (12-99)
,*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phillips, Ivah C.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-06-1034
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s} attached
5,499.89
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State Zip
2.
Attorney's Fees
James, Smith, Dietterick & Connelly, LLP
11,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
132.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
27,479.83
TOTAL (Also enter on line 9, Recapitulation)
44,111.72
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
..
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYl VANIA
INHER1TANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phillips, Ivah C.
FILE NUMBER
21.06-1034
ITEM
NUMBER
1
DESCRIPTION
Coakley's Restaurant & Pub. funeral lunch
AMOUNT
446.89
2
Stone & Murray Funeral Home. funeral services
5,053.00
Subtotal
5,499.89
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX.+ (6-98)
ESTATE OF
SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Phillips, Ivah C.
FILE NUMBER
21-06-1034
ITEM
NUMBER
AMOUNT
1
DESCRIPTION
Advance Auto Parts - service on 1997 Toyota Camry
99.33
2
AT&T
158.28
3
AT&T
42.87
4
AT&T
30.39
5
Borough of New Cumberland - sewer/trash for residence
64.80
6
Borough of New Cumberland - sewer/trash for residence
64.80
7
Bruce Phillips - miscellaneous items for house
13.98
8
Castle Clean
127.20
9
CB Homesale Services Goup, Inc - broker's commission on real estate sale
5,067.50
10
Comcast Cable
47.68
11
Com cast Cable
47.68
12
Comcast Cable
47.68
13
Comcast Cable
48.00
14
Comcast Cable
146.14
15
Comcast Cable
199.00
16
Cumberland County Recorder of Deeds - transfer tax
1,750.00
17
CVS Pharmacy - miscellaneous items for house
17.67
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev.1502 EX+ (6-98)
,*
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAL TH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phillips, Ivah C.
FILE NUMBER
21-06-1034
ITEM
NUMBER DESCRIPTION AMOUNT
18 CVS Pharmacy - miscellaneous items for house 9.96
19 Edward Jones - overnight delivery charge 8.00
20 Gunn-Mowery LLC - insurance on residence - vacant dwelling 432.76
21 Gunn-Mowery LLC - insurance on residence - vacant dwelling 317.76
22 Hepfers Ace Homecenter - miscellaneous items for house 35.75
23 Hepfers Ace Homecenter - miscellaneous items for house 13.94
24 Hepfers Ace Homecenter - miscellaneous items for house 4.01
25 Hepfers Ace Homecenter - miscellaneous items for house 15.35
26 Hepfers Ace Homecenter - miscellaneous items for house 6.87
27 Hepfers Ace Homecenter - miscellaneous items for house 4.54
28 Hepfers Ace Homecenter - miscellaneous items for house 31.62
29 Hepfers Ace Homecenter - miscellaneous items for house 19.05
30 Hepfers Ace Homecenter - miscellaneous items for house 9.70
31 Hepfers Ace Homecenter - miscellaneous items for house 10.58
32 Hepfers Ace Homecenter - miscellaneous items for house 28.60
33 Hepfers Ace Homecenter - miscellaneous items for house 35.87
34 Hepfers Ace Homecenter - miscellaneous items for house 6.34
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev.1502 EX+ (6-98)
.*
SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAl TH OF PENNSYLVANIA
INHERiTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phillips, Ivah C.
FILE NUMBER
21-06-1034
ITEM
NUMBER
AMOUNT
DESCRIPTION
35
Hepfers Ace Homecenter - miscellaneous items for house
11.65
36
Hepfers Ace Homecenter - miscellaneous items for house
32.30
37
Hepfers Ace Homecenter - miscellaneous items for house
12.69
38
Hepfers Ace Homecenter - miscellaneous items for house
51.98
39
Highmark Blue Shield
410.55
40
Homestead Group Realtor Inc - broker's commission on real estate sale
5,117.50
41
Homestead Group Realtor Inc - transaction fee
100.00
42
James C. Lutz, Landscaping - lawn service
76.00
43
James, Smith, Dietterick, & Connelly LLP - reserve for estate administartion closing
costs
250.00
44
John R. Zimmerman - messenger service
38.00
45
K Mart - kitchen curtains
21.18
46
K Mart - miscellaneous items for house
4.72
47
Keystone Oil
277.64
48
Keystone Oil
249.90
49
Keystone Oil
256.65
50
Keystone Oil
374.85
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev.1502 EJC+ (6-98)
ESTATE OF
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX R.ETURN
RESIDENT DECEDENT
Phillips, Ivah C.
FILE NUMBER
21-06-1034
ITEM
NUMBER
AMOUNT
DESCRIPTION
51
Kleinfelter Chevrolet
177.55
52
Lentha Zinsky - paint for kitchen
28.00
53
Linens 'N Things - miscellaneous items for house
27.54
54
Lowe's - miscellaneous items for house 49.70 less items returned to store 31.78
17.92
55
Lowe's - miscellaneous items for house
63.98
56
Lowe's - miscellaneous items for house
6.08
57
Lowe's - miscellaneous items for house
35.04
58
Lowe's - miscellaneous items for house
5.81
59
Lowe's - miscellaneous items for house
48.39
60
Lowe's - miscellaneous items for house
25.40
61
Lowe's - miscellaneous items for house
32.04
62
Lowe's - miscellaneous items for house
21.05
63
Lowe's - miscellaneous items for house
43.19
64
Lowe's - miscellaneous items for house
32.12
65
Lowe's - compact electric stove
207.76
66
Lowe's - miscellaneous items for house
7.38
67
Lowe's - miscellaneous items for house
110.56
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H-B7 (Rev. 6-98)
Rev-1502 EX+ (6-98)
.tti
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phillips, Ivah C.
FILE NUMBER
21-06-1034
ITEM
NUMBER DESCRIPTION AMOUNT
68 Lowe's - miscellaneous items for house 32.63
69 Lowe's - miscellaneous items for house 46.38
70 Lowe's - miscellaneous items for house 27.86
71 Lowe's - miscellaneous items for house 60.36
72 Lowe's - miscellaneous items for house 35.78
73 Lowe's - miscellaneous items for house 34.34
74 Lowe's - miscellaneous items for house 72.30
75 Lowe's - miscellaneous items for house 106.00
76 Lowe's - miscellaneous items for house 32.71
77 Lowe's - miscellaneous items for house 63.18
78 Lowe's - miscellaneous items for house 21.30
79 Lowe's - miscellaneous items for house 37.06
80 Lowe's - miscellaneous items for house 28.26
81 Lowe's - miscellaneous items for house 0.56
82 Lowe's - miscellaneous items for house 27.95
83 Lowe's - miscellaneous items for house 16.55
84 Lowe's - miscellaneous items for house 259.07
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1502 EX+ (6-98)
ESTATE OF
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAlTH OF PENNSYLVANIA
~HERITANCETAXRETURN
RESIDENT DECEDENT
Phillips, Ivah C.
FILE NUMBER
21-06-1034
ITEM
NUMBER
AMOUNT
DESCRIPTION
100
85
Lowe's - miscellaneous items for house
77.87
86
New Cumberland Borough - sewerl trash service for residence
64.80
87
New Cumberland Borough - sewer April - June
26.20
88
New Cumberland Borough - trash July - September $38.60 less adjustment for item
paid by sell in advance per HUD 1 settlement sheet $29.18
9.42
89
New Cumberland Borough - sewer July - September
6.60
90
Nicole L. Vanorder - seller assistance for real estate located at 70215th Street, New
Cumberland per HUD 1 settlement sheet
5,250.00
91
Ollie's Bargain Outlet - miscellaneous items for house
269.14
92
Ollie's Bargain Outlet - miscellaneous items for house
5.29
93
Ollie's Bargain Outlet - miscellaneous items for house
5.28
94
Ollie's Bargain Outlet - miscellaneous items for house
5.80
95
Outdoor World - 2007 annual dues
169.00
96
PA Central Federal Credit Union - Visa credit card payment
15.00
97
PA Central Federal Credit Union - Visa credit card payment
286.00
98
Penn National Insurance - home owners insurance
71.00
99
Penn National Insurance - home owners insurance
176.00
Pennsylvania American Water Company
17.23
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1502 EX.. (6-98)
SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phillips, Ivah C.
FILE NUMBER
21-06-1034
ITEM
NUMBER DESCRIPTION AMOUNT
101 Pennsylvania American Water Company 13.22
102 Pennsylvania American Water Company 17.62
103 Pennsylvania American Water Company 17.62
104 Pennsylvania American Water Company 17.03
105 Pennsylvania American Water Company 17.62
106 Pennsylvania American Water Company 18.22
107 Pennsylvania American Water Company 17.03
108 Pennsylvania American Water Company 16.83
109 Pennsylvania American Water Company 17.03
110 Pennsylvania American Water Company 19.42
111 Pennsylvania American Water Company 17.62
112 PPL - service for residence 66.64
113 PPL - service for residence 67.53
114 PPL - service for residence 30.69
115 PPL - service for residence 29.04
116 PPL - service for residence 35.62
117 PPL - service for residence 34.54
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1502 EX + (6-98)
ESTATE OF
SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Phillips, Ivah C.
FILE NUMBER
21-06-1034
ITEM
NUMBER
AMOUNT
DESCRIPTION
118
37.43
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
PPL - service for residence
PPL - service for residence
41.20
PPL - service for residence
45.87
PPL - service for residence
28.04
PPL - service for residence
24.94
PPL - service for residence
47.35
PPL - final service for residence
35.44
SECCO Home Services - repairs for air conditioning
1,354.68
Sovereign Bank savings account # 0774042758 - service fee
0.90
The Home Depot - miscellaneous items for house
34.83
The Home Depot - miscellaneous items for house
30.91
The Home Depot - miscellaneous items for house
23.65
The Home Depot - miscellaneous items for house
40.37
The Home Depot - miscellaneous items for house
20.10
The Home Depot - miscellaneous items for house
20.93
The Patriot News - ad for electric piano
29.25
The Patriot News - ad for Toshiba TV
24.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1502 EX+ (6-98)
..
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TM RETURN
RESIDENT DECEDENT
Phillips, Ivah C.
FILE NUMBER
21-06-1034
ESTATE OF
ITEM
NUMBER DESCRIPTION AMOUNT
135 The Patriot News - ad for sleeper sofa 24.00
136 The Patriot News - ad for dining set 27.50
137 The Patriot News - ad for dryer & washer 31.00
138 UGI 16.43
139 UGI 16.35
140 UGI 14.80
141 UGI 16.06
142 UGI 15.74
143 UGI 14.32
144 UGI 14.32
145 UGI 15.89
146 UGI 14.32
147 UGI 17.20
148 UGI 13.21
149 United Rentals - deposit 150.00
150 UPS - overnight delivery charges 9.31
151 Verizon 26.03
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Phillips, Ivah C.
FILE NUMBER
21-06-1034
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
152
Verizon
26.90
153
Verizon
26.30
154
Verizon
55.43
155
Verizon
26.17
156
Wal Mart - miscellaneous items for house
44.03
157
Wal-Mart - miscellaneous items for house
75.27
Subtotal
27,479.83
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
lNHERITANCE TM RETURN
RESIDENT DECEDENT
ESTATE OF
Phillips, Ivah C.
FILE NUMBER
21-06-1034
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 AT & T
VALUE AT DATE
OF DEATH
47.12
2 Central Pennsylvania OB-GYN - annual exam
102.00
3 Hepfers Ace Homecenter - miscellaneous items for house purchased prior to date
of death
13.77
4 Kathy Finley - loan to Ivah
10,800.00
5 Lowe's - miscellaneous items for house purchased prior to date of death
36.02
6 Lowe's - miscellaneous items for house purchased prior to date of death
102.48
7 PA Central Federal Credit Union auto loan # 13073-025 - valued per letter dated
03/12/2007
8,507.12
8 PA Department of Revenue - 2006 personal income tax
65.00
9 Pennsylvania American Water Company
14.26
10 U.S. Treasury - 2006 personal income tax
310.00
11 UGI
14.94
12 Verizon
31.03
TOTAL (Also enter on Line 10, Recapitulation)
20,043.74
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV-1513 EX+ (9-00)
,*
SCHEDULE ..
BENEFICIARIES
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Phillips, Ivah C.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
ITIUN:S l~nCluoe outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-06-1034
-T.
RELATIONSHIP TU
DECEDENT
Do Not List Trustee(s)
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
1
Bruce Linn Phillips
1029 Schoolhouse Road
Annville, PA 17003
Son
45% of residue
129,857.79
2
Kathy Eileen Phillips Finley
45 Winding River Trail
Chagrin Falls, OH 44022
Daughter
45% residue
129,857.79
Total 259,715.58
Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate, 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
See continuation schedule(s) attached
28,857.28
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
7R,K~ r .;lts
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
Rev.1502 EX+ (6-98)
SCHEDULE .I-liB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE lAX. RETURN
RESIDENT DECEDENT
ESTATE OF
Phillips, Ivah C.
FILE NUMBER
21-06-1034
ITEM
NUMBER
1
DESCRIPTION
Central Pennsylvania Conference of the United Methodist Church
303 Mulberry Drive
P.O. Box 2053
Mechanicsburg, PA 17055
AMOUNT
28,857.28
Subtotal
28,857.28
Copyright (c) 2002 form software only The Lackner GrouP. Inc.
Form PA-1500 Schedule J-IIS (Rev. 6-98)
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