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REV-1500 EX+ (6-00)
COMMONWEALTH OF
REV-150 0
OFFICIAL USE ONLY
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 ' - ° ' ° 9 a 3
COUNTY CDDE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
H
Z ECKERT BETTY A. 1 8 8- 2 4- 7 9 3 8
W DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WRH THE
REGISTER OF WILLS
V 10/14/2007 11 /20/1930
Q (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
F ~ 'I.Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death prior to 12-13-82)
Q
~ a ~
~ 4. Limited Estate
~ 4a. Future Interest Compromise (date of death after tz-tz-az)
~ 5. Federal Estate Tax Retum Required
~ a m X^ Ei. Decedent Died Testate (Attach copy or wllq ~ 7. Decedent Maintained a Living Trust (Attach copy of trust) 0 8. Total Number of Safe Deposit Boxes
a
a
~ S3. Litigation Proceeds Received
~ 1 O. SpoUSal POVerly Credit (date of deatl~ between 12-31-91 and 1-1-95)
~ 11. Election to tax under Sec. 9113(A) (Attach son o)
~ THIS` SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AN D CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Z
w NAME: COMPLETE MAILING ADDR ESS
o MURREL R. WALTERS III, ESQUIRE
y FIRM NAME (If Applicable)
~ 54 EAST MAIN STREET
p TELEIPHONE NUMBER
~ 717-897-4850 MECHANICSBURG PA 17055
OFFI~gL USE ONLY
1. Real Estate (Schedule A) (1) ~,~
2. Stocks and Bonds (Schedule B)
(2)
6,178.2
, t--
O ; ~ -
~~
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) , r
~ -t_
~ )a~ ~ -
4. Mortgages 8 Notes Receivable (Schedule D) (4) `; ; v ~ ~ -
5. Gash, Bank Deposits & Miscellaneous Personal Property (5) 35,268.62 7 ~ -[7
(Schedule E) C -
Z : '~ .~-
O 6. Jointly Owned Property (Schedule F) (6) 8,963.3Q -
_
~
a ~ Separate Billing Requested a
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
H
a
Q
U
W
OC
(:>chedule G or L)
8. Total Gross Assets (total Lines 1-7) (g) 48,408.14
9. Funeral Expenses 8 Administrative Costs (Schedule H) (9) 4,838.00
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 3,717.09
11. Total Deductions (total Lines 9 & 10) (11) 8,555.09
12. Net Value of Estate (Line 8 minus Line 11) (12) 39,853.05
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 4,000.00
rrlade (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 35,853.05
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z 15. Amount of Line 14 taxable at the spousal tax
O rate, or transfers under Sec. 9116 (a)(1.2) X (15)
1-
~ 16. Amount of Line 14 taxable at lineal rate X (16) 0.00
Ill 17. Amount of Line 14 taxable at sibling rate X .12 (17)
~ 18. Amount of Line 14 taxable at collateral rate 35,853.05 X .15 (18) 5,377.96
Q 19. Tax Due (19) 5,377.96
I- ^
20. • • ~ • •
BE SURE TO ANSWER ALL QUESTIONS`ON REVERSE SIDE AND RECHECK MATH < <
)ecedent's Complete Address:
STREET ADDRESS
1069 ALLENDALE ROAD, APT. J
CITY STATE ZIP
MECFIANICSBURG PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Paayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InteresUPenalty if applicable
D. Interest
E. Penalty
(1) 5,377.96
Total Credits (A + B + C) (2)
Total InteresUPenalty (D + 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.
(3)
(4)
0.00
(5) 5,377.96
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (5B) 5,377.96
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 : ........................................................................... ^ X^
b. retain the right to designate who shall use the property transferred or its income : ........................................ ^ ^X
c. retain a reversionary interest; or ...................................................................................................... ^ ^X
d. receive the promise for life of either payments, benefits or care? ............................................................. ^ Q
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................................................................................... ^ ^X
3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ................. ^ Q
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... ^
IF THE ANSWER TO ANY OF THE ABQ~ QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
Under penalties of perjury, I d are t I h e examin this return, including accompanying schedules and statements, and to the hest of my knowledge and belief, it is true, correct and complete.
Declaration of prepay othe an pe nal repre tative is based on all information of which preparer has any knowledge.
SIGNATURE OF N SP I OR FILING RETURN D E
_..._. It ~:~ lt~P
ADDRESS MURR~L R. WAI~7~8S-Hf, ESQUIRE T
54 EAST MAIN STREET, MECHANICSBURG PA 17055
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
For dates of de+ath 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 3%
[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 0% [72 P.S. §9116 (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 0% [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 4.5%, 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 decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. Asibling 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
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INFIERITANCE TAX RETURN
f2ESIDENT DECEDENT
ESTATE OF
FILE NUMBER
ECKERT BETTY A. 21 07 0943
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
SERIES E $25.00 SAVINGS BONDS
SERIES EE $50.00 SAVINGS BONDS
6,176.22
TOTAL (Also enter on line 2, Recapitulation) I $ 6,176.22
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ECKERT BETTY A. 21 07 0943
Include the proceeds of litigation and the date the proceeds were received by the estate.
All properly jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. THE HARTFORD 80.00
REFUND -HOMEOWNER'S POLICY
2. COMCAST 10.07
REFUND-CABLE
3. INTERSTATE REALTY MANAGEMENT 305.00
REFUND -SECURITY DEPOSIT
4. CASH 74.00
5. HUMANA 114.50
REFUND -PRESCRIPTION PLAN
6. HIGHMARK 77.55
INSURANCE REFUND
7. PEOPLES BENEFIT LIFE 2,600.00
LIFE INSURANCE BENEFITS
8. PEOPLES BENEFIT LIFE 24.87
UNUSED PREMIUM
9. INTERSTATE REALTY MANAGEMENT, INC. 305.00
SECURITY DEPOSIT
10. MEMBERS 1ST FEDERAL CREDIT UNION 6,187.73
CERTIFICATE OF DEPOSIT - 45
11. MEMBERS 1ST FEDERAL CREDIT UNION 12,744.95
CERTIFICATE OF DEPOSIT - 46
12. MEMBERS 1ST FEDERAL CREDIT UNION 12,744.95
CERTIFICATE OF DEPOSIT - 47
TOTAL (Also enter on line 5, Recapitulation) $ 35,268.62
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INIHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
ECKERT BETTY A. 21 07 0 43
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SUR\/IVING JOINT TENANT(S) NAME
A. MABEL FRIEDLINE
B MAE D. GILBERT
C
JOINTLY-OWNED PROPERTY:
200 EARLY STREET
NICEVILLE, FL 32578
ADDRESS
505 HOGESTOWN ROAD
MECHANICSBURG, PA 17055
RELATIONSHIP TO DECEDENT
NIECE
SISTER-IN-LAW
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1. A. 11/5/99 MEMBERS 1ST FEDERAL CREDIT UNION 1,207.97 50. 603.99
SAVINGS - 00
2. A. 11/5/99 MEMBERS 1ST FEDERAL CREDIT UNION 40.02 50. 20.01
HOLIDAY CLUB - 02
3. A. 11/5/99 MEMBERS 1ST FEDERAL CREDIT UNION 1,116.19 50. 558.10
CHECKING -11
4. A. 7/27/00 MEMBERS 1ST FEDERAL CREDIT UNION 0.44 50. 0.22
INVESTMENT SAVINGS - 05
5. A. 11/5/99 MEMBERS 1ST FEDERAL CREDIT UNION 5,148.13 50. 2,574.07
CERTIFICATE OF DEPOSIT - 40
6. B. 7/27/00 MEMBERS 1ST FEDERAL CREDIT UNION 6,413.81 50. 3,206.91
CERTIFICATE OF DEPOSIT - 44
TOTAL (Also enter on line 6, Recapitulation) I $ 6,963.30
(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
ESTATE OF FILE NUMBER
ECKERT BETTY A. 21 07 0943
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MALPEZZI FUNERAL HOME -PREPAID
B. ADMINISTRATIVE COSTS:
~. Personal Representative's Commissions
Name of Personal Representative (s) MURREL R. WALTERS III, ESQUIRE 2,420.00
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address 54 EAST MAIN STREET
City MECHANICSBURG State PA Zip 17055
Year(s) Commission Paid: 2008
2. Attorney Fees MURREL R. WALTERS III, ESQUIRE 2,275.00
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 REGISTER OF WILLS -CUMBERLAND COUNTY 143.00
5 Accountant's Fees
6. Tax Return Preparers Fees
7
TOTAL (Also enter on line 9, Recapitulation) I $
00
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (6-98)
SCHEDULE 1
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
IN RES DENTEDECEDENT N MORTGAGE LIABILITIES & LIENS
ESTATE OF FILE NUMBER
ECKERT BETTY A. 21 07 0943
Include unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBEF; DESCRIPTION OF DEATH
1. READER'S DIGEST 268.38
2. WORLD FINANCIAL NETWORK 378.62
BLAIR CREDIT CARD
3. PPL
37.03
ELECTRIC
4. VERIZON 34.18
TELEPHONE
5. CUMBERLAND VALLEY MEMORIAL GARDENS 298.88
SERVICES PERFORMED FOR ROBERT SHEAFFER
6. MABEL FRIEDLINE 2,700.00
APARTMENT CLEAN UP 8 SUPPLIES
TOTAL (Also enter on line 10, Recapitulation) ~ $ 3,717.09
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (<~srn
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHE=RITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
F('.KFRT RFTTY A 71 n~ nad~
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 [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2))
1. MAE D. GILBERT SISTER-IN-LAW 9229.51
505 HOGESTOWN ROAD
MECHANICSBURG, PA 17055
2. GERTRUDE TAYLOR SISTER-IN-LAW 9229.51
40 W. LOCUST STREET
MECHANICSBURG, PA 17055
3. VANCE ECKERT BROTHER-IN-LAW 9229.51
7357 WERTZVILLE ROAD
CARLISLE, PA 17015
4. MABEL FRIEDLINE NIECE 9229.51
200 EARLY STREET
NICEVILLE, FL 32578
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. SILVER SPRING PRESBYTERIAN CHURCH 4,000.00
444 SILVER SPRING ROAD
MECHANICSBURG, PA 17055
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 4,000.00
(If more space is needed, insert additional sheets of the same size)