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Home My WebLink About06-25-08REV-1500 EX 6-OS (~2~ ) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death ', 204-30-6395 I March 6, 2001 Decedent's Last Name 15056051058 Suffix Decedent's First Name Year File Number 07 1026 Lamb ! ~ ~ !, Carol ---' I ~---- ----__ -- ---- ---- (If Applicable) Enter Surviving Spouse's Information Below Spou:>e's Last Name Suffix Spouse's First Name MI R r- ~---__ _ __ -- -. ' ~ --I i ---- - - -- Spou:>e's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE '~~ REGISTtR OF WILLS FILL IIN APPROPRIATE OVALS BELOW 11 'I. Original Return o 2. Supplemental Return o 3. Remainder Return (date of death MI prior to 12-13-82) 0 4. Limited Estate o 4a. Future Interest Compromise (date o 5. Federal Estate Tax Return Required of death after 12-12-82) 11 Ei. Decedent Died Testate c~ 7. Decedent Maintained a Living Trust g. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Received o 10. Spousal Poverty Credit (date of death o 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Joel C). Sechrist Firm Name (If Applicable) ' Sechrist Law Office 717-938-3396 REGISTER OF WILLS USE ONLY First line of address - _ C'? ^' 568 Old York Road - `-~ '' ~ ' 'i.~ C ~- Second line of address City or Post Office 'Etters Correspondent's a-mail address: sechristlaw@gmail.com -; -~ _, ~~. Cat .I ' ipAT~ FICED State ZIP Code - ; ., ,_. .:-' _~-. _..~ -.' ,_ , ,t PA I 17319 ~ -7~ ~ V - ; ----- --~ ~ -- C..r"! 1 I T , ~"' - 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE 5409 V~lellington idge Road 'Richmond, VA 23231 S N TUR P EPA~ER ER TH REPRE NTATIVE ~ TE ®~ A E: + -- -- --- - - -- Old York Road Etters, PA 17319 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 ~1 OFFICIAL USE ONLY INHERITANCE TAX RETURN :county RESIDENT DECEDENT j 21 Date of Birth December 25, 1916 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: Carol Lamb 204-30-6395 RECAPITULATION 1. Real estate (Schedule A) 1. ~', $0.00 ---- --------------- . --- 2. Stocks and Bonds (Schedule B) 2. I $0.00' 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. I, $0.00 4. Mortgages ~ Notes Receivable (Schedule D) 4. $0.00', 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 5. $10,193.07 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 6. $0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 7. i, $0.00' (Schedule G) o Separate Billing Requested i 8. Total Gross Assets (total Lines 1-7) 8. $10,193.07'', 9. Funeral Expenses & Administrative Costs (Schedule H) 9. 'I $1,359.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1) 10. ' $11,528.22 i, 11. Total Deductions (total Lines 9 & 10) 11. ~, $12,887.22' 12. Net Value of Estate (Line 8 minus Line 11) 12. II, ($2,694.15) 13 Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 '~ $0 00' . an election to tax has not been made (Schedule J) i . . - - 14. Net Value Subject to Tax (Line 12 minus Line 13) 14. ', ($2,694.15) TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15 Amount of Line 14 taxable at the spousal tax rate, or __ transfers under Sec. 9116 I '' I, $0.00 ''' (a)(1.2) X 0. ~ 15. I 16. Amount of Line 14 taxable 00 I $0 at lineal rate X 0. 16. . 17. Amount of Line 14 taxable ' i $0.00 at sibling rate X .12 17. 18. Amount of Line 14 taxable ' $0.00 at collateral rate X .15 18 19. TAX DUE 19. $0.00', 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056052059 ~. 15056052059 ~~ REV-1500 EX Page 3 decedent's Complete Address: File Number -- 21 ' 07 ' 1026 DECEDENT'S NAME Carol Lamb DECEDENT'S SOCIAL SECURITY NUMBER 204-30-6395 STREET ADDRESS 814 West Kelleer Street CITY Mechanicsburg STATE PA ZIP 17055 Tax PaymE:nts and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUF'enalty if applicable D. Interest E. Penalty (1) $0.00 Total Credits (A + B + C) (2) $0.00 Total InteresUPenalty (D + E ) 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. 5. If Line 1 a- 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) $0.00 (4) (5) (5A) (56) $0.00 $o.oo $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: Yes No a. retain the use or income of the property transferred; ^ b. retain the right to designate who shall use the property transferred or its income; ^ c. retain a reversionary interest; or ^ d. receive the promise for life of either payments, benefits or care? ^ 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? ^ 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 exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filincl 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(11.2) [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 twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under ;iection 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. __ _. __.. __ LAST WILL AND TESTAMENT OF ~,,, CAROL R. LAMB I, CAROL R. LAMB, of Fairview Township, York County, Pennsyh~ania, being of sound mind and memory, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all wills by me heretofore made. FIRST: I order and direct that all of my just debts and funeral expenses be paid by my hereinafter named Executor as soon after my death as may be found convenient. ~ECaNIl-: To my son, DA`JID A. LA~~IB, I give ali of the items oFpers:;~-ial property whicl-r he sent to me from Japan and also my husband's turquoise ring. :THIRD: To my daughter, PATRICIA L. I{EAMMERER, I give my cut glass collection. FOURTH: All the rest, residue and remainder of my estate, real, personal and mixed, of whatever nature and wheresoever situate, which I may o~~n or have the right to dispose of at the time of my df;ath I give, devise and bequeath to my daughter, SUSAN R. FALEY. FIFTH: I hereby nominate, constitute and appoint my daughter, SUSAN R. FALEY, as Executrix of this, my Last Will and Testament, and I do direct that no bond shall be required of such Executrix hereunder. My said Executrix shall have full power at her discretion to do any and all things necessary for the complete administration of my estate, including the power to sell at public or privates sale and without order of Court, any real or personal property belonging to my estate, and to compound, compromise or otherwise to settle or adjust any and all claims, charges, debts and demands„=whatsoever, against or in favor of my estate, as fully as I could do if living. Il~Z_WITNI/SS WHEREOF, I, Carol R. Lamb, the above Testatrix have set my hand and seal - - t - ,- -- 1 C of R. Lamb to this my Last Will and Testament, which consists of two (2) pages, to each of which I have affixed my signature this ~~ ~`~ day ~ ,1 ~ "'~ A ~ / , 1999 ~ -- (SEAL) ~n ' , Carol R, amb -f ~ -~ Signed, sealed, published and declared by the above named Testatrix as and far her Last Vi'ill and Testament, in the presence of us, who at her request and in her presence and in the presence of each other have hereunto subscribed our names as witnesses. ~~~ REV-7508 EX - (6-98 SCHEDULE E ~~ ° CASH BANK DEPOSITS 8~ MISC. COMMONWEALTH OF PENNSYLVANIA > > INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF Carol Lamb FILE NUMBER 1026 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M & T Bank checking account $7,615.43 2. M & T Bank savings account $2,487.64 3. Income Tax Refund $90.00 TOTAL (Also enter on line 5, Recapitulation) ~ $10,193.07 (If more space is needed, insert additional sheets of the same size) EV-1511 EX+ (12-99~ tt Y x:+ •r• . ~~'., '?t .- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS I I ESTATE OF Carol Lamb FILE NUMBER 1026 Debts of decedent must be reported on Schedule I. ITEM NUMBER. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Susan R. Fafey Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 5409 Wellington Ridge Road City Richmond State VA Zip 23231 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 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Register of Wills additional probate fee 8. Register of Wills file Inheritance Tax Return TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) $500.00 $750.00 $79.00 $15.00 $15.00 $1, 359.00 REV-1512 EX ~~ (12-03) '~ SCHEDULE I >~~~~ DEBTS OF DECEDENT, COMNIONWEALTHOFPENNSYLVANIA MORTGAGE LIABILITIES, & LIENS INHERITANCE TAX RETURN ESTATE OF Carol Lamb FILE NUMBER 1026 Record debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT Pennsylvania Department of Public Welfare $11,528.22 TOTAL (Also enter on line 10, Recapitulation) I $11,528.22 (If more space is needed, insert additional sheets of the same size) REV-15'13 EX + (g-00)) F ~?, .~ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INH''~ERITANCE TAX RETURN BENEFICIARIES f2ESIDENT DECEDENT ESTATE OF Carol Lamb FILE NUMBER 1026 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Lisi Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. David A. Lamb 6411 Church St., Chincoteague, VA 23336 son personal items 2. Patricia L. Keammerer 814 W. Keller St., Mechanicsburg, PA 17055 daughter personal items 3. Susan R. Faley 5409 Wellington Ridge Road Richmond, VA 23231 daughter residue of estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 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 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DlSTRIBU710NS ON LINE 13 OF REV-1500 COVER SHEET $0.00 tIT more space fs neeoea, insert adoftlonal sheets of the same size) %" ~ M~s~x 499 Mitchel] Road; Mi]Isboro, DE 19965 Mail Code DE-MB-12 Joel O Seehrist, Esquire Attorney At Law 5168 Old York Road Etters, Pennsylvania 17319 Phone (888) 502-4349 Fay (302j 934-295 Februan 26. 2008 Re: Estate of Carol R Lamb Social Security: 204-30-6395 Date of Death: Il~arch 06, 2007 Dear Sir or Madam: Pear your inquiry dated February 21, 2008, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type ofAccount Checking Account Account Number 31328318 Ownership (1Vames ofj Carol R Lamb Opening Date 09/03/98 Closed 06,27/07 Balance on Date of Death 8'7, 614.97 Accrued Interest 8 0.46 Total $7, 613.43 2. Type of.Account Savings Account Account Number 01.1004208680197 Ownership (Names of Carol R Lamb Opening Date 10/14/98 Closed 11/13/07 Balance on Date of Death $2,487.30 Accrued Interest ~ 0.34 Total $2, 487.64 Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including o~rnership and any changes, closures and/or reimbursement of funds, please call the Fairview Office # 717-938-1829. Sincerely, ~` Nancy Clagett Exhibit to Schedule E Records Management COMP~AONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS DIVISION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM PO 80X 8485 HARRISBURG, PA 171D5-8485 , March 12, 2008 SECHRIST LAY1 OFFICE JOEL 0 SECHRIST ESQUIRE 5 6 8 OLD YORi~ RD ETTERS PP. 1731° Re: CAROL LAMB CIS #: 910185907 SSN: 204-30-6395 Date of Death: 03/06/2007 Dear Attorney Sechrist: Please be advised that the Department of Public Welfare maintains a claim in the amount of $11,528.22 against the above-mentioned estate. This claim is for restitution of medical assistance granted on behalf of tt?e decedent for which the Probate Estate is now responsible to reimburse the Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as amended by Act 20-95, effective June 30, 1995. Enclosed is the Depa-rtmert's itemized statement of claim. F. portion of this medical expense, namely $11,528.22, was incurred during the last six months of the decedent's lfe; therefore, it is a Class 3 claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $.00, is to be entered as a priority Class 6 claim against the estate. Please acknowledge receipt of this letter and advise whether the Cor~nonwealth's claim is admitted and when payment may be expected. If the estate accounting is complete, please provide a copy. If the estate contains real estate, please provide copies of the deed, the latest tax assessment, and a cLrrent appraisal, i£ available. Sincerely, f Barbara I. Aschenbrenner TPL Program Investigator 717-772-6617 717-772-6553 FAX Enclosure Exhibit to Schedule I ~ t.s'~ ~ c,_ C~.i ,. n ~} ~~ _ ` n ~ ~.. ~ ca ,- , w n ~ ~ -",~ r r . t- F ~ ~ (D ~ = 3--~ i ~ l --~ ~ ~ I'~' N ~ F't F' ~ Ll.r~ N ~ W - ~ ~~ ~ N ~+ ro ~ ~ ~ ~ o ~ ~ ~_ ~„; W l~ N' N' '..J d"'i