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Home My WebLink About09-10-08 (2)-I REV-1500 15056041147 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO 60X.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 0 8 0 0 8 91 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 176347753 12162007 06031942 Decedent's Last Name Suffix Decedent's First Name MI LANTZ JUDITH L (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 i® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa. Future Interest Compromise ^ 5. Federal Estate Tax Return Required (date of death after 12-12-82) g Decedent Died Testate ~ Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes ® (Attach Copy of Will) ^ (Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 1D. bepOiv,Ueen123r1~91 andtt;dat8e5of death ^ 11.Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number RON TURO 7172459688 Finn Name (If Applicable) TURD LAW OFFICES. First line of address 28 S. PITT ST. Second line of address City or Post Office CARLISLE State 21P Code PA 17013 ,r.:~ iV ` .~' Correspondent's a-mail address: Under penalties of perjury, I deGare 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. DeGar~tion of preparer other than the personal representative Is based on all information of which preparer has any knowledge. Sharon R. Lantz l> /d/Orb DDRESS 304 Ho es wn Road, Mec nics A 17050 SIGNATURE OF P E ER H THAN TATIVE ~AT Ron Turo ~ ADDRESS 28 S. Pitt St., Carlisle, PA 17013 Side 1 15056041147 15056041147 ~. 1 REGISTER OF WILLS USE ONLY r-~ ~ , c~ °' _ = t/') ~, -~ e. ~I`) Q ~ __l _ =i - ~ ~ _3 f -, ..._. DAf~PILED '~ - -- ,_-, ~ '_ rC7 - _ r ~'t _~ .. J 15056042148 REV-1500 EX Decedent's Social Security Number oecedent~s Name: L A N T Z, J U D I T H L 17 6 3 4 7 7 5 3 -_ _- - _ __ RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 1. 1 0 9, 4 6 2 5 0 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4. 5• Cash, Bank Deposits & Miscellaneous Personal Properly (Schedule E) ................ 5. 2 , 6 2 0 . 2 3 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 7_ 8. Total Gross Assets (total Lines 1-7) ....................................................................... - 8. 1 12 , 0 8 2 . 7 3 9. -- - -- Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 1 4 , 9 1 1 . 4 2 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................... . 10. 11. Total Deductions (total Lines 9 & 10) ..................................................................... . 11. 1 4 , 9 1 1 . 4 2 12. Net Value of Estate (Line 8 minus Line 11) ............................................................ . 12. 9 7 , 1 7 1 3 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................. 13. 14. Net Value Subject to Tax (line 12 minus Line 13) ................................................ . 14. 9 7 , 1 7 1 3 1 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 .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 9 7 , 171.31 16. 4 , 3 7 2.71 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due .................................................................................................................... . 19. 4 , 3 7 2.71 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 15056042148 15056042148 REV-1500 EX Page 3 File Number 21 - 08 - 00891 Decedent's Complete Address: Lantz, Judith L ~ STREET ADDRESS 304 Hogestown Road Mechanicsburg --- TSTATE ZIP - _ -___ PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 4,372.71 - --- - - - 2. reditslPayments A. Spousal Poverty Credit -- - -- - B. Prior Payments C. Discount Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable _ - p. Interest -- -- _- E. Penalty Total Interest/Penalty (D + E) (3) 0.00 _----__ 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request arefund - -- -- -- 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 4, 372.71 __- - ---- q. Enter the interest on the tax due. (5A) - - _ - __ .. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 4, 37 2.7 ~ 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 :.................................................................................. ~ f I x j b. retain the right to designate who shall use the property transferred or its income :.................................... ~ j ~ x c. retain a reversionary interest; or .................................................................................................................. I ~~ ~X I d. receive the promise for life of either payments, benefits or care? .............................................................. ~ x' ~_J I- 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... ll I X_i 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... j~ ~ I x 1 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... ~ J rx~ 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 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 (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. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is twelve (12) percent [72 P.S. §9116 (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. i pSCHEDUTLETA COMMONWEALTH OF PENNSYLVANIA REAL ES 1 A 1 E INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Lantz, Judith L FILE NUMBER 21 - 08 - 00891 All real property owned so{ely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. - _ - _- ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 304 Hogestown Road, Mechanicsburg, PA 1/2 Interest w/ Sharon R. Lantz 109,462.50 valued at assessed value x common level ratio TOTAL (Also enter on Line 1, Recapitulation) 109,462.50 SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. COMMONWEALTH OF PENNSYLVANIA ~ PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT i _-.__ _... -. _- _. .-._1 _ _ _ FILE NUMBER ESTATE OF Lantz, Judith L ._121 - 08 - 00891 Include the proceeds of litigation and the date the proceeds were received by the estate. Alf property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION - --- VALUE AT DATE OF NUMBER DEATH -_ 1 Members 1st Federal Credit Union Acct. No. 259155-00 250.80 1/2 Interest with Sharon R. Lantz 2 Mifflinberg Bank & Trust Co. Acct. No. 1070892501 31.44 1/2 interest with Sharon R. Lantz 3 Fidelity Investments Acct. No. 2BZ-248401 325.49 4 Natixis Funds Acct. No. 3007872069 2,012.50 - ---- TOTAL (Also enter on Line 5, Recapitulation) 2,620.23 SCF'FDULE H FIJI~L DES ~ COMMONWEALTH OF PENNSYLVANIA , INHERITANCE TAX RETURN ALJIr.1~7Tf V'1T1 Y C ~~ RESIDENT DECEDENT ESTATE OF Lantz, Judith L --_ __ Debts of decedent must be reported on Schedule 1. - _----- ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION A. 1 Parthemore Funeral Home & Cremation Services, Inc. 8 ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Turo Law Offices 3. ' Fami{y Exemption: (If decedent's address is not the same as claimant's, attach explanation) Gaimant Sharon R. Lantz ___. ;FILE NUMBER ~ 21 - 08 - 00891 AMOUNT 9, 320.82 2,000.00 3,000.00 street address 304 Hogestown Road city Mechanicsburg state PA zip 17050 Relationship of Claimant to Decedent Daughter 4. Probate Fees Register of Wills Cumberland Law Journal 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 349.00 75.00 166.60 TOTAL (Also enter on line 9, Recapitulation) 14,911.42 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT l - ESTATE OF Lantz, Judith L NUMBER I. 1 SCHEDULE) BENEFICIARIES I I FILE NUMBER 21 - 08 - 00891 RELATIONSHIP TO '~ SHARE OF ESTATE AMOUNT OF ESTATE NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ~' ($$$) Do Not List Trustee(s) ~ -_- --_ _ __ _. _- -. - - RECEIVING PROPERTY --- ---', - ---------- _ T_ _-- -_ -- -- _-- TAXABLE DISTRIBUTIONS [include outright s ousal ~ 2 Ginger Husler Grandchild !One-Quarter 3 Northwood Manor ,York Haven, PA 17370 3 ' Heather Ledger Grandchile !One-Quarter 24 Falcon Court Mechanicsburg, PA 17055 j l i Enter dollar amounts for distributions shown above on lines 115 through 18, as appropriate, on Rev 1500 cover sheet distributions, and Transfers under Sec. 9116 (a) (1.2)] Sharon R. Lantz Daughter One-Half 304 Hogestown Road ! j Mechanicsburg, PA 17050 48,464.84 24,232.42 24,232.42 II. ~ NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS ~ NOT BEING MADE I i B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS i I I TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00