The URL can be used to link to this page

Home My WebLink About11-21-07 -.J 15056051058 REV-1500 EX (06-05) PA Department of Revenue '*' Bureau of Individual Taxes . PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Number Date of Death OFFICIAL USE ONLY g~u"nty ~.~de Year INHERITANCE TAX RETURN RESIDENT DECEDENT 21 File Number 0619 Date of Birth 12/05/2006 2/12/1939 Decedent's Last Name Suffix Decedent's First Name MI Alice F Lehmer (If Applicable) Enter Surviving Spouse's Information Below Last Name Lehmer Spouse's First Name MI Marlin L Social Number 204-30-8049 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW (8.) 1. Original Return c:::J 2. Supplemental Return c:::J 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required c::::J c::::J 4a. Future Interest Compromise (date of death after 12-12-82) c::::J 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c:::J 10. Spousal Poverty Credit (date of death c:::J 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..-----"...".-----.-..---.......--"..-....-....... -. I (717) 766-9673 L "^"~"~...,,'~~w,,._~._''',,'''_~..,,''__y''',...''_''''.'m'~'.'~,,~~_'''_~_V'._.'.~ 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes 4. Limited Estate c::::J c::::J c::::J J. Robert Stauffer Firm Name or Post Office State ZIP Code REGISTER OF WILLS USE~LY ('") \:..-::1 ;:;0 ~ J;;g ;;;e 'T~C) t':::) .~ r- ~ :Z~~~ N I " 0 "1'1 .-^J .t~i -'tJ (~5 i 'I \,,-~:) First line of address Second line of address 17055 Mechanicsburg Correspondent's e-mail address: Under penalties of perjury, I declare that I have e mined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaratio of p parer other than the personal representative is based on all information of which preparer has any knowledge. FO FILING RETURN D IE I ~ \.< anicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 -1 c) REV-1500 EX Page 3 File lUmber Decedent's Complete Address: [~[JJI0619 ,] DECEDENTS NAME DECEDENT'S SOCIAL SECURITY NUMBER Alice F Lehmer 192-30-0432 STREET ADDRESS 602 York Circle, Mechanicsburg, PA 17055 CITY I STATE I ZIP N Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Total Credits (A + B + C ) (2) 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( 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, Line 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) A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (58) 0.00 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: Ves No a. retain the use or income of the property transferred;.......................................................................................... 0 ~ O r::l' b. retain the right to designate who shall use the property transferred or its income; ............................................ \AJ c. retain a reversionary interest; or.......................................................................................................................... 0 [i] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [iJ 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 for" or payable upon death bank account or security at his or her death? .............. 0 [iJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [iJ 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. 99116 (a) (1.1) (i)J. 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)J. 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 tvventy-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. 99116(a)(1.2)J. 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)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is tvvelve (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. --.J 15056052059 REV-1500 EX Decedent's Social Decedent's Name: Alice F Lehmer 192-30-0432 RECAPITULATION '1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 1. :~. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . " 3. 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. ei. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 25,000.00 6. Jointly Owned Property (Schedule F) c:::::> Separate Billing Requested . . . . . .. 6. 7 I Vi ~ ~ & M' II N P b P nter - IVOS rans ers Isce aneous on- ro ate roperty (Schedule G) c:::::> Separate Billing Requested. . . . . . . . 7. a. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 25,000.00 9. Funeral Expenses & Administrative Costs (Schedule H).............. ....... 9. 113.00 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 11. 113.00 N fE n minu Li 1 .... . 12 et Value 0 state (LJ e 8 s ne 1). .... .... .............. 12. 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 24.887.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ............ . . . . . . . . . . . . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 24,887.00 16. Amount of Line 14 taxable at lineal rate X.O_ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 24,887.00 15. 0.00 16. 17. 18. 19. TAX DUE........ ............. . . . .... ... ....... ................... 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT c:::::> L 15056052059 Side 2 15056052059 ---' REV-1508 EX+ (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Alice F. Lehmer FILE NUMBER 21-07-0619 ITEM NUMBER. Include 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. 1. Share of Alice F. Lehmer in the estate of her father George W. Walker DESCRIPTION TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 25,000.00 25,000.00 REV-1511 EX+ (12-99. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Alice F.. Lehmer FILE NUMBER 21-07 -0619 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: "I. DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State .Zip Relationship of Claimant to Decedent 4. Probate Fees 113.00 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) 113.00 REV-1513 EX+ (9-00) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Alice F. Lehmer NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a) (1.2)] Marlin L. Lehmer 602 York Circle, Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21-07-0619 AMOUNT OR SHARE OF ESTATE 1. 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 (If more space is needed, insert additional sheets of the same size) TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET