HomeMy WebLinkAbout09-18-08 (2)--~ REV-1 500 15056041147
EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
Po Box.2aosol INHERITANCE TAX RETURN 2 1 0 7
Harrisburg, PA 17128-0601 ~ RESIDENT DECEDENT 5 ~~
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
194160639 05182007 06011926
Decedent's Last Name Suffix Decedent's First Name MI
DIEHL JR HAROLD
(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 ^ 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)
® (i Decedent Died Testate ^ ~ Decedent Maintained a Living Trust O g, Total Number of Safe De
(Attach Copy of Will) (Attach Copy of Trust) pOSit BOxes
^ 9. Litigation Proceeds Received ^ 1p. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113 A
between 12-37-91 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
ROBERT G RADEBACH 7178962666
Firm Name (If Applicable)
LAW OFFICE OF ROBERT G.
First line of address
912 NORTH RIVER ROAD
Second line of address
City or Post Office State ZIP Code
HALIFAX PA 17032
e-mailaddr ss:,Jcparalegal@aol.com
0
ca -
REGISTE~~111LLS USDONLY'
-
-
-~
3~~
` I
r
e
~ _
"i
_~;~
r'n ~:-
_.
I~7~n t
~
cJ ~
7
- S -
~
~ --
DATE FILED -..1
Under pe~halties of,~ierjury, dec re the I have ex fined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correc nd com ete. a ratio of pre arer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATI~.RE ER P BL FO FILIN RETURN DAT
~~ Robert G Radebach ~` {~ t_i U ~'
ADDRESS
912 North River Rd, Halifax, PA 17032
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
Robert G Radebach
912 North River Road, Halifax, PA 17032
Side 1
15056041147
15056041147
J
15056042148
REV-1500 EX
Decedent's Social Security Number
oecedent•s Name: D I E H L, HAROLD J R 1 9 4 1 6 0 6 3 9
RE CAPITULATION
1. Real Estate (Schedule A) .......................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................... 2. 1 0 4, 8 8 0. 4 9
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) ................ 5, 2 9 , 0 0 0 1 5
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. g. 3 4 , 4 7 5 8 6
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested .............
7, 2 6 1, 4 8 4 2 5
8. Total Gross Assets (total Lines 1-7) ....................................................................... g. 4 2 9, 8 4 0 7 5
9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... g, 8 . 3 6 6 2 0
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 8 1 6 0 0
11. Total Deductions (total Lines 9& 10) ......................................................................
11. 9, 1 8 2 2 0
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 4 2 O , 6 5 8 . 5 5
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, 4 2 O , 6 5 8 5 5
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 4 2 0, 6 5 8 5 5
at lineal rate X .045 16. 18 , 9 2 9 6 3
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. 1 8, 9 2 9 6 3
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^
Side 2
15056042148
15056042148 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 07
DE EDENT'S NAME
Diehl, Harold Jr
STREET ADDRESS
3919 Cherylbrook Drive
CITY
Mechanicsburg STATE ZIP
PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InteresUPenalty if applicable
p. Interest
E. Penalty
Total Credits (A + B + C)
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.
Make Check Payable to: REGISTER OF WILLS, AGENT
(1)
(2)
(3)
(4)
(5)
(5A)
(5B)
18,929.63
0.00
774.15
19,703.78
19,703.78
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 .................................................................................................................. ^ ^x
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? ....................................................................................................................... ^ 0
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? ...................................................................................................................... ^x ^
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 decedent's 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.
774.15
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Diehl, Harold Jr FILE NUMBER
21 - 07
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER ', DESCRIPTION UNIT VALUE VALUE AT DATE OF
DEATH
1 'Met Life 68.42 7,184.10
2 !Nationwide Financial Services 61.35 19,542.37
3 !Bristol Meyer Squibb 30.45 9.21
4 ! PPL 46.02 78,144.81
TOTAL (Also enter on line 2, Recapitulation) 104,880.49
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Diehl, Harold Jr FILE NUMBER
21 - 07
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
NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
1 Savings Account -Members 1st Federal Credit Union #198730-00
1,374.73
2 Certificates of Deposit -Members 1st Federal Credit Union #198730-42
2,136.15
3 Hunting Clothes
25.00
4 3 Empty Footlockers
5.00
5 China
50.00
6 Miscellaneous Tools
50.00
7 Miscellaneous Quilts and Linens
5.00
8 Miscellaneous Dishes
5.00
9 Sewing Machine
75.00
10 Deep Fryer
5.00
11 Sewing Accessories
2.00
12 Orthopedic Walker
15.00
13 Orthopedic Cane
10.00
14 Dehumidifier
3.00
15 Stand Up Freezer
50.00
16 Miscellaneous Tarps
2.00
TOTAL (Also enter on Line 5, Recapitulation) I 29,000.15
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT continued
ESTATE OF Diehl, Harold Jr
FILE NUMBER
21 - 07
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
NUMBER
'' DESCRIPTION VALUE AT DATE OF
DEATH
17 Christmas Lights
5.00
18 ', Paperback Books
15.00
19 ', Fire Extinquisher
1.00
20 '
Small Table
, 2.00
21 'Ironing Board
1.00
22 'Lamp
1.00
23 'Clothes Iron
2.00
24
^~ ~ 2.00
25 ;Safe
25.00
26 Washer and Dryer
50.00
27 ': Miscellaneous Artwork
20.00
28 ; Table in Upper Basement
2.00
29 ' Stuffed Squirrel
1.00
30 Paper Shredder
15.00
31 ' Rug
10.00
32 ' Miscellaneous Dishes in Kitchen
15.00
Page 2 of Schedule E
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERRANCE TAX RETURN
RESIDENT DECEDENT continued
ESTATE OF Diehl, Harold Jr
FILE NUMBER
21 - 07
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 ' -
NUMBER ! DESCRIPTION VALUE AT DATE OF
DEATH
33 Pots and Pans
8.00
34 'Refrigerator /Freezer
50.00
35 '' Clock in Kitchen
2.00
36 Toaster
5.00
37 Electric Can Opener
2.00
38 'Silverware and Knives
10.00
39 !Kitchen Table and Chairs
1.00
40
^ - ^ - - T - ~ ~ - , ,.,- - -- 75.00
41 China Hutch
50.00
42 ' Microwave Oven
10.00
43 ', Lawn Chairs
3.00
44 ' Grills
1.00
45 Honda Lawn Mower
50.00
46 Toro Lawn Mower
47 !Toro Snow Blower
48 ', Orthopedic Chair
10.00
25.00
100.00
Page 3 of Schedule E
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT continued
ESTATE OF Diehl, Harold Jr
FILE NUMBER
21 - 07
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 ' --
NUMBER ! DESCRIPTION VALUE AT DATE OF
DEATH
49 Lawn and Yard Tools
75.00
50 ' Several Ladders
45.00
51 Leaf Blower
25.00
52 ' Weed Whacker
20.00
53 4 Trash Cans
4.00
54 Extension Cords
5.00
55 Air Compressor
15.00
56
^ - - - , ^, - ~ 20.00
57 ! Desk with Chair in Den
25.00
58 ' Television in Den
15.00
59 ! TV Table in Den
3.00
60 Hardback Books
50.00
61 Softback Books in Den
25.00
62 ',! Clock in Den
2.00
63 ': Light in Den
2.00
64 Couch in Den
100.00
Page 4 of Schedule E
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERRANCE TAX RETURN
RESIDENT DECEDENT continued
ESTATE OF Diehl, Harold Jr
FILE NUMBER
21 - 07
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
NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
65 'Mirror in Foyer
25.00
66 Table in Foyer
10.00
67 ,Floor Scrubber
15.00
68 'Sofa in Living Room
75.00
69 Japaneese Coffee Table
15.00
70 '' 2 Recliner Chairs
15.00
71 I Television in Living Room
25.00
72
„- ^~ - 25.00
73 Miscellaneous Knick Knacks
10.00
74 !Clock in Living Room
2.00
75 Globe
2.00
76 ' Piano
150.00
77 , Miscellaneous Artwork in Living Room
100.00
78 '' 2 Lamps in Living Room
10.00
79 ' Gun Rack
5.00
80 ' Metronome
1.00
Page 5 of Schedule E
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT continued
ESTATE OF Diehl, Harold Jr FILE NUMBER
21 - 07
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
NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
81 !Swords
10.00
82 'Miscellaneous Artwork in Upstairs Hall 25.00
83 Bed and Matress in Middle Bedroom 20.00
84 Desk and Chair in Middle Bedroom 10.00
85 ,Nightstand in Middle Bedroom 10.00
86 ', Artwork in Middle Bedroom 5.00
87 'Rug
5.00
88
^- ~ ~ ~-~- ^ 10.00
89 ', Dresser in Erich's Room
10.00
90 'Desk and Chair in Erich's Room
10.00
91 ,Lamp in Erich's Room
2.00
92 ;Bed and Matress in Eileen's Room
15.00
93 !Dresser and Nightstand in Eileen's Room
20.00
94 Lamp in Eileen's Room
2.00
95 Artwork in Eileen's Room
1.00
96 ' Chair in Eileen's Room
1.00
Page 6 of Schedule E
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, 8~ MISC.
PERSONAL PROPERTY
continued
ESTATE OF Diehl, Harold Jr FILE NUMBER
21 - 07
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
NUMBER
': DESCRIPTION
VALUE AT DATE OF
DEATH
97 ', Luggage in Eileen's Room
3.00
98 Rug in Eileen's Room
3.00
99 ! 2 Lamps in Master Bedroom
25.00
100 ', 2 Nightstands in Master Bedroom
20.00
101 ': Kingsize bed with frame in Master Bedroom
15.00
102 Triple Dresser w. mirrors in Master Bedroom
50.00
103 ,Costume Jewelry
30.00
104
,. ... - 50.00
105 ;Telephone
1.00
106 ; Miscellaneous Clothing
2.00
107 Remmington Model 31 16 gauge shotgun
20.00
108 ' Winchester Model 88 .308 Carbine Rifle
30.00
109 Winchester Model 61 .22 Caliber Rifle
30.00
110 Genworth Refund
215.54
111 : Shipley Oil Refund
316.18
112 ', JP Morgan Refund
i 373.83
Page 7 of Schedule E
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA
INHERITAN PERSONAL PROPERTY
CE TAX RETURN
RESIDENT DECEDENT
continued
ESTATE O F Diehl, Harold Jr FILE NUMBER
- 21 - 07
Include the
survivorsh proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
ip must be disclosed on schedule F.
ITEM
NUMBER ', DESCRIPTION VALUE AT DATE OF
DEATH
113 USAA Insurance Refund (Car)
2,356.33
114 ,Bristol Myers Squibb Dividend Check
0.09
115 ! USAA Insurance Refund (Renters)
223.11
116 PNC Account 21672444
17,534.19
117 ' Guns
', 700.00
118 ' IRS Refund
938.00
119 ; IRS Stimulus
600.00
120
..~ T - ~_~ _ _, 10.00
Page 8 of Schedule E
SCHEDULEF
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Diehl, Harold Jr 21 - 07
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
Erich M. Diehl
q 3919 Cherylbrook Drive
Mechanicsburg, PA 17055 Son
Eileen Diehl
g 4221 Waterford Drive
Center Valley, PA 18382 Daughter
JOINTLY OWNED PROPERTY:
ITEM
NUMBER LETTER ' DATE
FOR JOINT'! MADE
TENANT ± JOINT ' [~FfSCRIPT.IO~y C~F PRO~ERTkY
Include name o manclal Ins Itu Ion an ban 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 B 107/11!2001 PNC Certificate of Deposit #31700054708 2,390.14 50% 1,195.07
2 B ' 07/11/2001 PNC Certificate of Deposit#31400079250 3,512.73 50% 1,756.37
3 B 07/11 /2001 PNC Certificate of Deposit #31300081831 3,739.03 50% 1,869.52
4 B ' 07/11/2001 PNC Certificate of Deposit #31100158440 2,129.08 50% 1,064.54
5 B ' 07/23/2001 PNC Certificate of Deposit #31700214486 11,953.41 50% 5,976.71
6 ~ A ' 07/11/2001
i PNC Certificate of Deposit #21001020316 4,312.84 50% 2,156.42
7 i A ', 07/11/2001 PNC Certificate of Deposit #2100102318 4,647.12 50% 2,323.56
8 ~ A ' 07/11/2001 ,PNC Certificate of Deposit #21001020321
~ 4,221.68 50% 2,110.84
9 ~ A ' 07/11!2001 ~
PNC Certificate of Deposit #21001020322
4,393.39
50%
2,196.70
10 A 07/11 /2001 PNC Certificate of Deposit #21001020328 i 3,403.64 50% 1,701.82
11 j A ' 07!11/2001 PNC Certificate of Deposit #21001020350 3,917.65 50% 1,958.83
12 A ' 07/11/2001
~i PNC Certificate of Deposit #31200064427
I 2,190.29 50% 1,095.15
TOTAL (Also enter on line 6, Recapitulation) 34,475.86
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN continued
RESIDENT DECEDENT
tJIAIt OF
Diehl, Harold Jr
FILE NUMBER
21 - 07
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
JOINTLY OWNED PROPERTY
ITEM
NUMBER ~
LETTER ! DATE In
FOR JOINT',, MADE o
TENANT JOINT
e DESCRIPTION OF PROPERTY
Jude name of financial institution and bank account number
r similar identi in number. Attach deed for'ointl -held real
~ 9 1 y
ate.
DATE OF DEATH
VALUE OF ASSET
% OF
DECD'S
INTEREST
DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
13 A ; 07/11/2001 PNC Checking Account #5140016277 5
265
66 50%
,
. 2,632.83
14 ~ A 11/01/2003
!.
I
i
~~ 2003 Subaru Forester Car 12,875.00
I
i
I 50% 6,437.50
Page 2 of Schedule F
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF Diehl, Harold Jr FILE NUMBER
21 - 07
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM ! DESCRIPTION OF PROPERTY DATE OF DEATH % OF ~
NUMBER ! Include the name of the transferee, their relationship to decedent ~ DECD'S ~~ EXCLUSION TAXABLE VALUE
~:' and the date of transfer. Attach a copy of the deed for real estate. VALUE OF ASSET INTEREST i (IF APPLICABLE)
1 Life Estate in 3919 Cherylbrook Drive 220,000.00 100% 220,000.00
2
Vanguard Account
41,484.25 I 100%
41,484.25
TOTAL (Also enter on line 7, Recapitulation)
.,...
~V r~yVY.GJ
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPFJVSES &
ADMINISTRATIVE COSTS
ESTATE OF Diehl, Harold Jr FILE NUMBER
21 - 07
~CU~~ ai aeceaent must pe reported on Schedule I.
ITEM
NUMBER ,FUNERAL EXPENSES: DESCRIPTION AMOUNT
A.
B
1
'ADMINISTRATIVE COSTS:
', 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 Robert G. Radebach, Esquire
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant ErICh Diehl
Street Address 3919 Cherylbrook Drive
city Mechanicsburg state PA zip 17055
Relationship of Claimant to Decedent SOn
a. Probate Fees Register of Wills
Register of Wills
5. ' Accountant's Fees
6. ! Tax Return Preparer's Fees
7. ' Other Administrative Costs
1 !Cumberland Law Journal -Advertising
4,130.50
3,500.00
314.00
4.00
40.00
75.00
TOTAL (Also enter on line 9, Recapitulation) 8,366.20
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Diehl, Harold Jr
2 !Sentinel -Advertising
Schedule H
Funeral Expenses &
Ach'~r~istrative Cosfs continued
FILE NUMBER
21 - 07
3 'Tax Preparation Fees - H & R Block
126.70
176.00
Page 2 of Schedule H
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Diehl, Harold Jr FILE NUMBER
21 - 07
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 AAA Fia Credit Card
340.00
2 1-800-Got-Junk Removal
218.00
3 State Income Taxes
258.00
TOTAL (Also enter on Line 10, Recapitulation) 816.00
" REV-1513 EX+ (g-0O)
SCHEDULE)
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Diehl, Harold Jr
21 - 07
NAME AND ADDRESS OF PERSONS RELATIONSHIP TO
NUMBER '
DEB
RECEI
( )
D
us SHARE OF ESTATE
(Words) AMOUNT OF ESTATE
~($I
VING PROPERTY
i Do
Not
t ($$$)
I" ',TAXABLE DISTRIBUTIONS[include outright spousal
distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 Mr. Erich M. Diehl Son
' Sixty Percent
, 3919 Cherylbrook Drive
Mechanicsburg, PA 17050
2 ', Ms. Eileen M. Bernadino ;Daughter Forty Percent
4221 Waterford Drive
Center Valley, PA 18034
j 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
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00