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Home My WebLink About09-11-0815D56D41147 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX.280601 p -7 Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 ~b ~~ ( 1 ENTER DECEDENT INFORMATION BELOW 07 09 2008 08 10 1915 Decedent's Last Name Suffix Decedent's First Name MI LECHTHALER ZELDA M (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 X^ 1. Original Retum ~l 2. Supplemental Return ~~ 3. Remainder Retum (date of death J prior to 12-13-82) ~~ 4. Limited Estate ~ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Retum Required (date of death after 12-12-82} I i g Decedent Died Testate f - i ~ Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes ~J (Attach Copy of Will) L__J (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. bet~weenl2-31 9j rae~t'datges)f 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 DA~IID J. LENOX 717 432 9666 Firm Name (If Applicable) THE WILEY GROUP, PC First line of address 130 W. CHURCH STREET Second line of address City or Post Office DILLSBURG State ZIP Code PA 17019 CV REGISTER Y~LS USE~ILY 4 _ -,-, t ~1 -L7 . ~ , ~; I . yG. ~ ! . c..l C-. O -~ w `rl ~ ~~ •~ ~ _~ DAT~FILED ~ p ~~ --~ ._ ~.~ l:~] ~~ ~'~r, ..'-3 C'-~ r1~ C Correspondent'se-mail address: davelenox@comcast.net Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. DeGaraGon of preparer other than the personal representative is based on all information of which preparer has any knowledge. ~ ~ i M. Lechthaler ~v ADDRESS ~ - 1660 Main Street, Mechanicsburg, PA 17055 SIGNA P AR THER T REPRESENTATIV ATE David J. Lenox ~ 3 ~ ADDR S 130 W. Church S reet, Dillsburg, PA 17019 Side 1 15D56D4114? 15D56D41147 J 15056042148 REV-1500 EX ------- --- --- RECAPITULATION 1. Real Estate (Schedule A) ......................................................................................... 1. 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 Property (Schedule E) .............. .. 5. 6. Jointly Owned Property (Schedule F} L j Separate Billing Requested ........... .. 6. 8 0 3 8 7 9 7 7 sG ansfers & Miscellaneous No Probate Property ' j u e J Separate Billing Requested ............ (S hed . 7. 3 3 7 2 3 0 2 8. Total Gross Assets (total Lines 1-7) ...................................................................... . g, 1 1 4 1 1 0 9 9 9. Funeral Expenses 8 Administrative Costs (Schedule H) ....................................... .. 9. 5 4 0 7 9 7 10. Debts of Decedent, Mortgage Liabilities, ?£ Liens (Schedule I) .............................. .. 10. 11. Total Deductions (total Lines 9& 10) .................................................................... .. 11. 5 4 0 7 9 7 12. Net Value of Estate (Line 8 minus Line 11) ........................................................... .. 12. 1 0 8 7 0 3 0 2 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. 1 0 8 7 0 3 0 2 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) x .o0 0 0 0 15. 0 0 0 16. Amount of Line 14 taxable at lineal rate X .045 1 0 8, 7 0 3. 0 2 16. 4, 8 9 1 6 4 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17~ 0 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 0 0 0 19. Tax Due .................................................................................................................... . 19. 4 8 9 1 6 4 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 -- Decedent's Complete Address: DECEDENT'S NAME Zelda M. Lechthaler STREET ADDRESS 1660 Main Street cITY Mechanicsburg 'ATE 'ZIP PA i 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19} 2. Credits/Payments A. Spousal Poverty Credit g. Prior Payments C. Discount 244.58 Total Credits (A + B + C) (2) 3. InteresUPenalty if applicable p. Interest E. Penalty Total InteresUPenalty (D + E) (3) 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 a refund 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. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) (1) 4,891.64 244.58 4,647.06 4,647.06 Make Check Payable to: REGISTER OF WILLS, AGENT vY~..~e(i'.SF'. 'ea..~i~r`,~~+~ N~~ rS"3:1 :~ ~:'i . _ i _.. r '. Y,i., "f ~ ,r'. ._.. tirf a ~ x ~1. ~~ 3" ~s~ ~'~) 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 L _ receiving adequate consideration? ....................................................................................................................... ~ I^ 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. ..t_n:.7i w.3 :':: 1..1v." . ~. Y .°^ ,_ ~ _ .. ~ -- ii K'is .-.~n4.. ..'' x... >¢ ~~.~. w S§ f~ . .. t:.,J .`4.4 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 exemot 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. Rev-75o9 EX+(6-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Lechthaler, Zelda M. 21-- H 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 A. Rodger M. Lechthaler 1660 Main Street Son Mechanicsburg, PA 17055 B C JOINTLY OWNED PROPERTY: 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 DECEDENTS INTEREST 1 A 7/3/2003 PNC Checking Account 51-4003-7211 3,726.93 50.000% 1,863.47 2 A 12/1911996 Real Property Situate at 1660 Main Street, 157,049.00 50.000% 78,524.50 Mechanicsburg PA TOTAL (Also enter on Line 6, Recapitulation) I 80,387.97 (If more space is needed, additional pages of the same. size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) ~, . -~ ~ -~~= c THIS DEED k ~ =- MADE THIS f`=f¢~7 day of [J«~ r;~~.- 1996, between ZELDA M. LECHTHALER, widow, of 1660 Main Street, Lisburn, Cumberland County, Pennsylvania, AND ~n ~+uTm~~ V i\l'11Y 1 V ZELDA M. LECHTHALER and RODGER M. LECHTHALER as Joint Tenants with the Right of Survivorship, of 1660 Main Street Lisburn, Cumberland County, Pennsylvania, GRANTEES WITNESSETH, that the Grantor, for and in consideration of ONE DOLLAR ($1.00) lawful money of the United States of America, to the Grantor in hand well and truly paid by the Grantees, at or before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged and the Grantor being therewith fully satisfied, does by these presents grantF bargain, sell and convey unto the Grantees forever, their heirs and assigns: ALL THAT CERTAIN tract of land situate in the Village of Lisburn, Township of Lower Allen, County of Cumberland, Commonwealth of Pennsylvania, bounded and described as follows to wit: BOUNDED on the North by Main Street, on the East by land now or formerly of Harry Attick, on the South by land now or formerly of Beatrice Fisher and Ida Anderson, and on the West by land now or formerly of Sallie K. Cline. HAVING THEREON erected a two and one-half story frame dwelling house formerly known as the Heck Hotel. BEING THE SAME premises which The First National Bank and Trust Company of Bethlehem, Executor of and Trustee under will of George F. Hocker by deed dated November 24, 1950 and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, on November 30, 1950 in Book O Volume 14 Page 79. Granted and conveyed unto Roy M. Lechthaler and Zelda M. Lechthaler, his wife. The said Roy M. Lechthaler died on December 16, 1980 thereby vesting full and complete title unto his widow, Zelda M. Lechthaler, the Grantor herein. THIS IS A CONVEYANCE BETWEEN MOTHER AND MOTHER AND SON AND IS THEREFORE TAX EXEMPT. ~®~~ ,• UNDER AND SUBJECT, NEVERTHELESS, to easements, conditions and restrictions of prior record pertaining to said premises. TOGETHER with alI and singular the buildings, improvements, ways, woods, waters, watercourses, rights, liberties, privileges, hereditaments and appurtenances to the same belonging or in anyway appertaining; and the reversion and reversions, remainder and remainders, rents, issues and profits thereof, and of every part and parcel thereof; AND ALSO all the estate, right, title, interest, use, possession, property, claim and demand whatsoever of the Grantor both in law and in equity, of, in and to the premises herein described and every part and parcel thereof with the appurtenances_ To HAVE AND TO HOLD all and singular the premises herein described together with the hereditaments and appurtenances unto the Grantees and to the Grantees' proper use and benefit forever. AND THE SAID GRANTOR, does hereby warrant specially the property hereby conveyed. IN WITNESS WHEREOF, the Grantor has hereunto set her hand and seal the day and year first above mentioned. Signed, sealed and delivered the presence of ~._ ~.~.~ i~ ~' LDA M. LECHTHALER CD ~. > - ~ -` rn ~: ~- ~ - ,_ -~ _, ~_: C ,-: O ~ _ f' ; _ ~~~ ~ ~ ~~ F~ i Lr. J ~'`~r l~~ PAGE COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~ - ~~ SS .f On this, the ~~j-~-{t day of L-f~c_~•,:~; _f~~ ~ 1996, before me, a notary public, personally appeared ZELDA M. LECHTHALER, known to me or satisfactorily proven to be the person whose name is subscribed to the within deed and acknowledged that she executed the same for the purposes therein contained. WITNESS, my hand and notari~7l seal the day and year aforesaid,.- ~J ~ ' ~ ~ .,L ~ ~ ~,( ~' r NOTARY Pt3$LIC ~ ,~^ ~^ _ _ . _ f ;i i x: ~ j~~) 1' ~. 3 ' ~ My Commission Expires: Notarial Sea- p~w~ C;lodf®Iter, Notary Public S i x . ~ ~ , r,Y4 ~ ~,~'~- `' ~ . Dl-Isburgg Boro, York County 1gg~ 17 Ma ~ *--~ - »# ? ¢~ ~. «~F-,~° ~,s~``, , y My Commission Explrea ~~ ; ~^~~lartnn of Notarl®~ r , "-~_ ~~ _- - , ~r,~rna ., ,., The undersigned certified that the post office address of the Grantee precise residence and complete is AT O EY FOR GRANTEE ~-~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~ ~i~'`'~ ~ ~'~ /~ ~~ ~ SS RECORDED on this ~ ~ f fi day of _ 1996, in the Recorder's office of the said ~.5~ ~ Page- ~ "~ y d~-~~ County in Deed Book hand and the seal of the said office the day RECD DER ~~~~?~K f~~ ~~c~ ~~1 I~ :, €ar the p®riori 06/06/2008 to 07/07!2008 ZELDA M LECHTHAtER RDD6ER M LECHTHALER I_ISBURN if>60 MAIN 5T MFCHANICSBUR6 PA 17055-5943 Primary account number: 51-4(103 7211 Pacts 1 of 7 Nurnbr>i nt enclnsuo~'~~. (~ For 24-hour banking, and hansachon of `~~ interest rate information, sign on to ~ PNC Bank Online Banking at pnc-com. Fol customer sen~ice call 1 8S8 PNG BANY. 6ctwc~en the hours of 6 P.N1 and Midnight t 1 Fala servicio en espanol, 1 866 HOLA-PNC Movingt Please contact us at 1-888 PNC-BONY. (~ ifVrlte to Customer Service PO Box 609 Fitlsburgh PA 15?30-9738 C~]i Visit us at pnc-com TDD terminal: 1-800-531-1648 ~~ For hear v~~ imFatred clients onJv )R7~:1?~'~l l~tT'OR>t~1ATION :~BOI?TYOUR ACCOI_TNT Give September 19.2008 we will change the sway «-e determine if you have sufficient available hinds to pay checks or other s~ ithdrawals Vote account Please see the enclosed ulsetl for more details regarding these chanties. RDRAFT PROTECTION for yom~ PNC Bank checkvig account ~u has en't already done so, stop veto your local PNC Bank branch today to open and eiu-o]] your PNC Bank Select Rewards Visa Platnnun ~~ljltat could he better than the safety and comfort of lvtosvutg you're protected? ~~~ ~ ~~ .. •formanee Checking Zelda M Lechthaler 2rest Checking Account Summary Rodger M Lechthaler mt number: 51-4003-7211 race Summary Beginning Deposits and Checks and other balance other additions deductions 2,627.44 1,099.49 .00 rest Summary Annual Percentage Yield Earned (APYE) 0.20% Please see the Activity Detail section for additional information. Ending balance 3,726.93 Average monthly Charges balance and tees 2,799. ] 7 .00 Number of days Average collected Interest Paid in interest period balance for APYE this period 32 2.799.17 ~ <l9 As of 07!07, a total of $28.57 in interest was paid this year. rutty Detail osits and Other Additions Amounf Description 3 I ,099.00 Direct Deposit - Srx Sec US Treasut~• 303 XXXXX9664A 7 .49 Interest Payment y Balance Detail Balance Date Balance Date Balance 2,627.44 07; 03 3,726.49 07/07 3,726.93 There were 2 Deposits and Other Additions totaling $7,09949. FORN1953R-'1005 Rev-1570 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COM6tONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Lechthaler, Zelda M. 21-- This schedule must be completetl and filed N the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DE RIPTI N OF PR PERTY INCLUDE NAME OF TRANSFEREE, THEfR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST Excl_usloN (IF APPLICABLE) TAXABLE VALUE 1 314108 Transfer to son, Rodger M. Lechthaler of 9,000.00 50.000% 4,500.00 decendent's 112 interest in Sovereign CD 1685212613 opened 314/1993 2 5/9108 Transfer to son, Rodger M. Lechthaler of 5,343.00 50.000% 2,671.50 decendent's 112 interest in Sovereign CD 0575133848 opened 11/8/1982 3 6120/08 Transfer to son, Rodger M. Lechthaler of 11,780.63 50.000% 5,890.32 decendent's 1/2 interest in Sovereign CD 1685226688 opened 811 511 9 9 4 4 6120108 Transfer to son, Rodger M. Lechthaler of 9,673.52 50.000% 4,836.76 decendent's 112 interest in Sovereign CD 0575133111 opened 5/2/1985 5 6/23!08 Transfer to son, Rodger M. Lechthaler of 4.904.32 50.000% 2,452.16 decendent's 1/2 interest in Sovereign CD 0575133608 opened 2/1/1980 6 6123108 Transfer to son, Rodger M. Lechthaler of 13,000.00 50.000% 6,500.00 decendent's 112 interest in Sovereign CD 0575133624 opened 3!3/1980 7 7R/08 Transfer to son, Rodger M. Lechthaler of 13,744.55 50.000% 6.872.28 decendent's 112 interest in Wachovia CD # 2437 opened 9/5/1986 TOTAL (Also enter on Line 7, Recapitulation) I 33,723.02 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form sofiware ony The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) 3,/r c ,} ` r {~~ s~C7 L•~~:~F Ia~h ~~~F.~~ii~~J ~I•~r~. ~[.-Y ~r•C,M1~E t~~,{~.r~ ~L~LF ~~iI~~• F~~~r~E_~~K P.O. Box 841005 Boston. MA 02284 August 4. 2008 The Vhile~~ Group Attomevs at L.aw 130 ~~. Church St. Ste. 101 Dillsburg, PA ] 7019 RE: Estate of: Zelda M. Lechthaler Date of Death: July 9, 2008 Dear Ms. Gladfelter: Per your request, enclosed please find the account information as of dale of death for the above-named decedent. Please note the balances do not include accrued interest. if you should have any further questions, please do not hesitate to call. Very truly yours, 1 ~ `~ ~ ~ Linda Spavento Team Leader Court Order Processing (617) 533-1789 (617) 533-1931-fax ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Sovereign Bank Zelda M. Lechthaler l 99-07-4668 July 9, 2008 Account #: 0575133608 Type: In the name of: Zelda M Lechthaler or Rodge Date of Death Balance: InL(YTD) from 1/1/2008 to _ Accrued interest to date of death: Other Info: closed 6/23/08 for 8 4-904.32 .Account #: Oy75133624 Type: In the name of: Zelda M Lechthaler or Rodg~ Date of Death Balance: lnt.(YTD) from 1/1/2008 to _ Accrued interest to date of death: Other Info: closed 6/3/08 for $13.000.00 Account #: 0575133848 Type: _ In the name of: Zelda M Lechthaler or Rod; Date of Death Balance: Int.(YTD) from 1/1/2008 to Accrued interest to date of death: _ Other Info: closed 5/9/08 for $5,343.00 Account #: 1685212613 Type: CD Open date: 3/4/1993 In the name of: Zelda M Lechthaler or Rodger M Lechthaler Date of Death Balance: $0.00 Int.(YTD) from 1 /1 /2008 to 3/4/2008 $42.84 Accrued interest to date of death: Other Info: closed 3/4/08 for $9,000.00 Account #: 1685226688 Type: CD Open date: 8/I 5/1994 In the name of: Zelda M Lechthaler or Rodger M Lechthaler Date of Death Balance: $0.00 Int.(YTD) from 1/1/2008 to 6/20/2008 $235.22 Accrued interest to date of death: Other Info: closed 6/20/08 for $11,780.63 Open date: 2/1/1980 8106.77 Open date: 3/3/1980 8282.94 CD M Lechthaler $0.00 6/23/2008 $0.00 CD M Lechthaler $0.00 6/3/2008 CD M Lechthaler $0.00 5/9/2008 Open date: 1 l /8/1982 $90.80 Page 1 of 2 ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Sovereign Bank Zelda M_ Lechthaler 199-07-4668 July 9, 2008 Account #: 0575133111 Type: In the name of: Zelda M Lechthaler or Kodg Date of Death Balance: Int.(YTD) from 1/1/2008 to _ .Accrued interest to date of death: Other Info: closed 6/20/08 for $9.673.52 M Lechthaler $0.00 Open date: 5/2/1985 CD 6/20/2008 $165.10 Page 2 of 2 wACHOVrA Reference ID: 2543086 Wachovia Bank N.A. Balance Confirmation Services P O Box 40028 Roanoke, VA 24022-73 ] 3 August 18, 2008 WILEY GROUP ATTN: S DAWN GLADFELTER 130 W CHURCH STREET SUITE 100 DILLSBURG, PA 17019 SUBJECT: Verification /Confirmation of Account and Balance Information provided for: Customer: ZELDA M LECHTHALER (SSN# XXX-JiX-4668) Date of Death: July 9, 2008 Deposit Account Information Account Account Date of Death Average Date Maturity Interest Accrued YTD Date Type Number Balance Balance* Opened Date Rate Interest Interest Paid Closed ERTIFICATE OF 437 9/5/1986 7/7/2008 EPOSIT EGAL TITLE: ZELDA M LECHTHALER ODGER M LECHTHALER LOSING BALANCE: $13744.55 ~ Safe Deposit Box found for customer. i * Date o death balance does not ' de accrued interest. * If ate f death o s o d w ekend or oliday, date ath balance does not include any transactions that were adr~r ng t t~ riod. C ~af~y~~G((//~/rayb ~PTI/1rPT1 ccnr~~YP Phone: (540)563-7323 bm; ag 00 000614 REV-7151 EX+02.99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Lechthaler, Zelda M. 21 __ Debts of decedent must be reported on Schedule 1. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address COY State Zip Year(s) Commission paid 2. Attorney's Fees The Wiley Group, PC 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Rodger M. Lechthaler Street Address 1660 Main Street city Mechanicsburg State PA zip 17055 Relationship of Claimant to Decedent SOn 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 157.97 1,750.00 3,500.00 TOTAL (Also enter on line 9, Recapitulation) ~ 5,407.97 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EXr (6.98) SCHEDULE H-A FUNERAL EXPENSES continued COM/AONWEALTH OF PENNSYLVANIA ' INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Lechthaler, Zelda M. 21- ITEM NUMBER Auer Memorial Home DESCRIPTION Subtotal AMOUNT 157.97 157.97 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) REV•1513 EX+ (9-001 SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Lechthaler, Zelda M. 21-- NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DE CEDN~ ~ (Words) ($$$) Do 5) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 Rodger M. Lechthaler Son 108,703.02 1660 Main Street Mechanicsburg, PA 17055 Total 108,703.02 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cove r sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX tS 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 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98)