HomeMy WebLinkAbout11-03-08--~ REV-1500 EX (06-05) 15056051058
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes
Po sox 2sosol INHERITANCE TAX RETURN County Code Year File Number
- arri¢hnrn PA ~7~9a_ RESIDENT DECEDENT 21 08 0246
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
02/08/2008 10/12/1986
Decedent's Last Name Suffix Decedent's First Name
MI
BABBLER ~~
LUKE
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
M
I I
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
• 1. Original Retum c~ 2. Supplemental Return o 3. Remainder Return (date of death
0 4. Limited Estate
0 prior to 12-13-82)
4a. Future Interest Compromise (date
of death after 12-12-82) c~ 5. Federal Estate Tax Retum Required
0 6. Decedent Died Testate c~
(Attach Copy of Will) 7. Decedent Maintained a Living Trust _0_
(Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes
0 9. Litigation Proceeds Received o 10. Spousal Poverty Credit (date of death
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 CONFIDENT
Name IAL TAX INFORMATION SHOULD BE DIRECTED TO:
Daytime Telephone Number
WILLIAM R KAUFMAN, ESQ 717-766-7702
(If Annlirahlol
Firm Name
First line of address
940 CENTURY DRIVE
Second line of address
City or Post Office State
MECHANICSBURG pA
Correspondent's a-mail address:
Under penalties of perjury, I declare that I have examined this return, including
it is true, correct ar~d complete. DeGaration of preparer other than the personal
SIGNATURE
ADDRESS
36 WOBURN ABBEY AVENU
CAMP HILL, PA 17011-1011
schedules and statements, and to the best of my knowledge and belief,
is based on all information of which preparer has any knowledge.
DATE
/~/ ~/O
Q
ZIP Code
~7 P
C:.a
REGIST ILLS UNLY'
,, '
,
,
i '~ l
T C~ "~ .. -
=~~ri
-
,.
,_...C_J3~
W
(
}
C
`
i. i C7 "t7
-;.7
._
,
. ~ )~
E FILED p
17055-4376
wrkaufman.wrklawl~comcast. net
Side 1
15056051058 15056051058
15056052059
REV-1500 EX
Decedent's Name: LUKE S BABBLER
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 8 Miscellaneous Personal Property (Schedule E) 5,
6. Jointly Owned Property (Schedule F) o Separate Billing Requested
6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c~ Separate Billing Requested 7.
8. Total Gross Assets (total Lines 1-7) 8
9. Funeral Expenses & Administrative Costs (Schedule H) g.
10. Debts of Decedent, Mortgage Liabilities, ~ Liens (Schedule I) 10.
11. Total Deductions (total Lines 9 & 10) 11
12. Net Value of Estate (Line 8 minus Line 11) 12
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.
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 0.
16. Amount of Line 14 taxable
at lineal rate X 0.045
17, Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
15.
16.
17.
18.
19. TAX DUE 19
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15056052059
$176,561.38
$ 0.00
$ 0.00
$17,651.88
$7,018.21
$9,211.97
$210,443.44
$12,273.17
$ 0.00
$12,273.17
$198,170.27
$9,211.97
$188,958.30
$ 0.00
$8,503.12
$ 0.00
$ 0.00
$8,503.12
•
15056052059
Decedent's Social Security Number
$ 0.00
REV-1500 6X Page 3
Decedent's Complete Address:
21 OS
File Number
0246
DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER
LUKE S BABBLER
STREET ADDRESS 189-66-1534
36 WOBURN ABBEY AVENUE
CITY STATE ZIP
CAMP HILL PA 17011-1011
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) $8
503.12
2. Credits/Payments ,
A. Spousal Poverty Credit
B. Prior Payments 10,000.00
C. Discount 425.16
Total Credits (A + B + C) (2) $10,425.16
3. Interest/Penalty 'rf applicable
D. 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
.
Fill in oval on Page 2, Line 20 to request a refund.
(4)
$1,922.04
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE 5
. (
) $ 0.00
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5g) $ 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; ^ 0
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 ^ 0
without receiving adequate consideration? ^ 0
3• Did decedent own an "in trust for" or payable upon death bank account or securfty at his or her death? ^ ~
4• Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? 0 ^
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 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)]. 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-1503EX s (&98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
FILE NU
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. CHARLES SCHWAB INVESTMENT ACCOUNT, # 71415702 -SEE ATTACHED SCHWAB STATEMENT $176,318.35
2. THREE (3) SERIES EE U.S SAVINGS BONDS -SEE ATTACHED PRINTOUT FROM U. S. TREASURY 243.03
WEBSITE SHOWING DENOMINATIONS, VALUE CALCULATIONS AND OTHER INFORMATION
TOTAL (Also enter on line 2, Recapit~
(If more space is needed, insert additional sheets of the same size)
176,561.38
L
v
e
V
^ ~
C/~
O
y
„~
^~
C/~
0
.,~
rt
b
}!
W
L14N,L"~N
W O ~ O
Cn N N ~ to
V] r-I A N ~
C •r1 V'
Cq .--I 4-I 1-1 '-I
~ sa
W J-i +U.~ U A
aG ~".. rtf N H
a oA"' m
o~ v °~,
~~
N H ~
+~
~ +~
~ oz
w a,
N
a
O O O
0 0 0
O O O
N N N
\\~
O O N
0 0 0
~~~
N N 1 ~
000
a~
v +~
~ ~ b
ttf A A
A ~ ~
O •.i
w •,~ vi
o +~ v~
N ~ U
A ~ W
.~
U r~-I
C/] .'~
+~
H
~ ro
b a
P U
•rl U
A a~
1a v1
O +~
~ ~
~ ~
ro~
N b
~ ~
b
.~..~
W
3
0
a
x
.~
x
~
(~") O
p
~
~
O
0
N
O N
~ t0
O '""~
~ M
l~
~
O
.--i
~ ~
~
'~ ~
~
~
M
°
°
00
O
°
°
`n
~
°
o
M
~ o
0
o
~
to
M O
0
o0
'"~
M
'-i ~
~ O
n M
Q, N
fv'1
~-i
a
x ,~
x ~
x ~
x
°
O
O °
°
M
~ °
o0
~ o
op
~ 0
O
o
C
M
'-i O
~
~ N
d' .--i
M
O
o
~
O O
O
O
~
~ 0
O
O
~
~
o
O
o
N
O
~ p
t` M
d' ~
M
r-1
a
W
~
>C A
W v]
z
o
~] ,A
[ ~ N
~
~ N t0
H
O !h ~
s
~
W W W
z
~ ro x
a w
>+ x a
O ~2 a
o ~ X00
+~ f3, N O N N
•ri •.i CO .-1 \ H O \
~
U a ~
x ~ W ~ o
i ~ 3 ~
Na
~
~A ^L
O U' U 20
u~ o
n'~ o
N
N
~a
o
N ~
n o
~ N
a
W
a
00 ,~~,'
M W
V x
U
O
z ~~
N O
xo
o ~~
a~ 3~
w ° z o
0
0
N
M
V'
O
0
O
~--i
M
H
~ .--I
H ~
1.1
a ~
'CS
~ ~
W .-1 H OO
(~~ x i o
a"'~~
W E A o
3 r-i cn ~
a~zo
0
0
N
H
Ol
0
O
N b~
rn ~
b
w w
W U
H H Cn OD
x,W o
~ f~.' U ~
a ~ -,1 ao
?Oy `.4 ~ 1
~vi~o
0
0
M
C
O
N
a
T
0
.o
a ;;
N
~ ~'
m n
'- N
O o
m ~
E~
c
0 0
c $i
N N
~ C
O
.~.
d
i ~
~ o
~ v
on ~
tV U
a
o ~
c m
c
0 U N
Q y ~
d ~
~ c
~~
~ a ~°t
M E °. ro
.-i d' v
N Q c "~ o
wMA ~ ~ Q
Q+ W U N Q~
1 f0 C
~ U Q M
U ~ ~..~
~ ~ ~ ~
~- O J
C
a~+
O ~ y ~
_d C ~
C ~ m
~ ~ N
O m ~ v
~ o
m
di ~ x rn
~ °~ o
a' N
~, ~ ~
.3 .~
~ ~ ~ N
_ ;~
c ~
o p v
~ ~ U
a>
3 =~
~ y ~ m
t% ° ~
°' `~ -
A a m a
v =_ m
O 3= c
L ~ V C
~ (0 ~' U
O ~ o a
~1 ~° y ~
c ~ t
N °:- `~
m
.~ ~.` ~
O _ ~ m`
N m ~ ~
U
`°~o_°$
U
~ y C
2 C
P4 N ,~ t1') cv
W O yJ p
~7n ro ••~
cq ~n a~ m ~n
~ sr •.~ d•
CA •--~ 4-1 +~ r-~I
l~ O •rl I~
WW~ ~
a4 ~ b N ~H
a o°`n a~
U ••Wrl
O ~ p,UCs
N Ey?i ~
~ ~~
w az
N
a
O
^
y
~
~
~1^+
^ ~
~ ~ [p
O O O
O O O
N N N
\ \
m O N
o00
\ \
N N u ~
O O O
•• N
N +~
b A A
O
~ ~
O •,.1
W ••-I VI
O +.r v~
V ~~o
Aga
M
ai
c+~
to
t`
rh
O
O
0
M
O
~-1
M
~O
r
i/1•
~ ~ ~~+
/ U H
N ~
H ~
0
H
N
Q1
O
W
0
.~
ri
W
f-I
O
a
W W
H ~
H ~
W
.'7 ~
O
m
c
0
N
ma
o•
0
v
a~
o'
a ;;
c
C H
a ~
N O.
•-
C dl
O O
Flo '~'
C C
~O
c ~
N y
~ C
D O
_ N ~ ',._.
O.
m E
O U
7
h0 ~
y U
a'
o ~
c y
r
O U l0
O y
N ~
O
N
1
~ n `t
M ~ a o
N ~ v ~
v O c ~ o
a ~ U y
1 ~ C
~ U $ M
o N N .i
w No
„ c
p ~ •`~ °~
y ~ c
C m m
~ •~
N a i0
Ci x
~s~o
a ~, .
m
~'
.3,~~ ~
N N VI
C ~ •° E
O U N
L ~ C
~ O ~ a
~ "- U ~
3 °'~
_C ~ d
(O ~ N
y ~~ o
~ N ~ -
t'a ~ aNi
O 3~
m c
~ oU c
~ •° ~' ~
O ~ oa~0p
•~ C N L
O
N ?~ m
O N
•~ 7 ~ d
d a• y ~
h ~ ~ ~
~ .0.+ p
U
~ _ °c
Calculated Value of Your Paper Savings Bond(s)
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 02/2008
Total Price Total Value Totai interest
$87.50 $243.03 $155.53
Bonds: 1-3 of 3
Serial # Series Denom Issue Next Final Issue
Date Accrual Maturity Price
NA EE X50 ~
+ 05/1989 ~ 05/2008 r 05/2019 * X25.00
K62819015EE
EE __*__ _$75r_ 121987 _ ,
_._06f2008
_ 12~2017 __
$37
5Q
L261015598EE EE $50i 11~1986~_ t
*
.
05j2008 __11~2016~__ $25.OU
Totals for 3 Bonds; $87.50
Notes
NI .Not Issued
E ?Not eligible„for payment. _
P5 ;Includes 3 month interest ._enal__ _
_..___.--T- -. _..........___...._.._._ .. .. ............P . tY
MA 'Matured and not earnin Interest
YTD Interest
Interest interest
Rate
$40.76 4.00%
_____67.17 ; 4.00%
. ___.47.60 ~_ ._____ 4.00%
Page 1 of
Value No
___65.76+ _
104.67
t------
$72.60 i
t7d~ n~~
http://www.treasurydirect.govBC/SBCPrice 10/25/200
REV-1508 EX + (8-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
t5lare vf= LUKE S BABBLER FILE NUMBER 21-08-0246
Indude the proceeds of Ifigation and the date the pnxeeds were received by the estate. All properly Jointlyowned with the rlgM of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. LAPTOP COMPUTER AND PERIPHERALS (3 YRS OLD) $1,200.00
2. VIDEO GAME SYSTEMS 600.00
3. VIDEO GAMES AND DVD'S 1,000.00
4. CLOTHING 1,200.00
5. TELEVISION SET 500.00
6. PENN STATE UNIVERSITY -REFUND OF UNEARNED TUITION -SEE ATTACHED STATEMENT 10,756.49
7. 2007 FEDERAL INCOME TAX REFUND RECEIVABLE -SEE COPY OF PP 1 & 2 OF 1040 1,957.00
8. 2007 PENNSYLVANIA INCOME TAX REFUND RECEIVABLE -SEE COPY OF PP 1 & 2 OF PA-40 110.00
9. 2007 WEST SHORE TAX BUREAU LOCAL INCOME TAX REFUND RECEIVABLE -SEE FORM 28.3g
1099-G
10. FEDERAL ECONOMIC STIMULUS PAYMENT RECEIVABLE 300.00
_ TOTAL (Also enter on line 5 Recapitulation) ~ $17 651 88
(If more space Is needed, Insert addltlonal sheets of the same size)
PENNSTATE ~,..~ ACCOU1vtI~G O-ERAt10NS • Sts RIDdt t IIRDIN0
UNIVHtSITY PARK, -~ t0I07 CHECK NUMIHt
® 81.~I~s...zt 416 6 4 9 3
RENYTTANCE ADVK;E FOR BASSLER LUKE S GATE 02 14 2 8
PO NO DISCOUNT NET AMOUNT
BU941243789 189 0 .00 10.756.49
QUESTIONS CONCERNING THIS OVERPAYMENT REFUND =10.758.49+*
SHOULD BB DIRECTED, TO THE:
.FINANCE/BURSAR OFFICE
~T THE COLLEGE/CAMPUS WHERE
YOU WERE LAST REGISTERED
~~
~.:~
~-
~ I+
,~ ~, ~ i ~
<, z ~ ~ ~
a. ~ ,c ~ ~ ,fi ~~,~,
'hz ~x ,. ~~ ~ ~ r~`'~ ~ f ', r~` ~ ~~ ;wfa~`,~ i Y
~ , aG'r 'ir7`~~~Y ~ ~~ ~ ~ 'h ~f .t ~~!' ~ t
1 t'
~x ^'P
~~ ~ t Y
C- ~'
t ~, ~
r '7+tirx+ ,~ n'~k ~ ,:~~ x S Gk}~.t'r`~ ~'`L : t i ,i t~~-6a' k dz°~ a i, ,'~+ ''~ ~:, ~',5-'~' ~ ~i
*°~~ v ~ s' ~ ~t" 1w ~ E,A? ~ `' ~ t ~4' ~i~~: rta'S~ e~''k. ) ~ bnu~r;~ ~ ~ "~• t ~r't:~~ a ~ 5 ~', j ~r .
.~ .. s kI r ~ ~ J~ r ~ _
9 Y.•- L t~ A~q~yL a~f. If'j ~~ Y . "y ' ~~ tP "~fM4
~ly~ 7 T '~ .~5 f }1~ ¢ 't~~ ~' Vii. ~7 { ~'
wi ~ ~
~~. ~~ ~~i ,~FrLS°~'Y~~~~@~w- ~~~ 4': y~:~a it ~!.!.y~~t ~'g'~y~,Ts ~>r,~1C~~~~C~~', ~.'' _
~ ' a ,~~`
~ t ~ ~ 1 ~~ x .~ tR * ~ .1
~. `fir' ~k4r^W1is ,~4t-€'~~x{: '. ~'-~'k F~ t i ~c~~ r4 ~,~ i
k ~ v' ~ i. ~ -t s i 5 s ~ ~ ~ is ae " - .~r .
.. ~ ~ ~ ~ -a. ~.a '. `' ~ toa...p ~ t;~'''
ANY CiUESTIONS CONCCRI~MVG A PAYMENT SHOULD INDICATE GUR CHECK AND VOUCHER NUAASERS AND IE ADDRESSED TO ACCOUMTNNG OPERATIONS
PSU FEQ I.D. •2I-6000376
' ~ y - - AC 002s ~ 1/01) •
Shonnie Robb
Staff Assistant
Office of the Associate
Vice President for Student Affairs
Enclosure
t"4 ~ g
~~ ~ ~.
s,'F' g T o~
~ 'l
~~~ G ~
v'~"~
~~ ~ w
S~ ~~
S~
~-
~~
.~
,~
~~
~~
~
~ ~,
~
~ ~
/1~ T
~~r ~
. -
~:
~
.
~ ~.
~..
w
• .' 1L
w ~ .p
'
# - {/! .
!t -,{p
*::: wr
:~ ~ N
• J Vf.
~ W
~ ~
1F {y W
..
*
.
J =
.. M:M-!f~ ~.
* y m
M d .~ .y
W ~ ~ C J
~
~~
Z ~ ~~
~_
~
~ d 6
.~
0
_•
a
0
~o
ra
+O
„+1
„ 1
J
O
^-r
;.~
~..
f"}'1
J
c.~
[.~
.~
1
.. <t
r ~
Form 1040
Label
(~ A
instructlona) e
E
Use the IRS L
label. N
Otherwise, E
please print R
ar type. E
Prosldential
Filing Status
Check ony
orte box.
Exemptions
DECEASED LURE S BABBLER
Department of the Treasury - Internal Revenue SeMce ~ O 0 ~ I
U.S. Individual Income Tax Return
For e» year Jan. 1-Dee. 31, 2007, or at+sr we year hepirrvrp , 2007, ending
Your first name and initial Last name
H a joint return, spouse's first name and Initial Last name
02/08/08
IRS Uae Only . tb not writs or alapla in Urla apace.
20 OMB No. 1545-0074
Your social security number
189-66-1534
Spouse's social security number
Home address (number and street). K you have a P.O. box, see inatnictlons.
6 WOBURN ABBEY AVE . ~• r10' You must enter
City, town or - Your SSN(s) above. -
post office, state, and ZIP code. fl you have a foreign address, see Instructions. C~k•
N
1 ~ Single -
2 ~ Married filing jdnty (even N only one had income)
3 [~ Married filing separately. Enter spouse's SSN above
and full name hare. -
ing a boa below will red
change your tax ar refund,
and (see instructions) - ^ You ^ Spouse
Head of household (with qualifying person). (See instructions) K
the qualifying person la a child tx~t not your dependent, enter
this child's name here, -
~ualifying widow(er) with dependent child (See instructions)
8a ® Yourself, If someone can claim you as a dependent, do not check box 6a
b 3 use. . . . . . . .
c Dependents: ,,,' ti~:,;_ ~--' . ~ ..
(2) Dependerrt's I ` ~ w..••aA.aa,
sacia aecurlty numi,.. relationship t0
If more than four
dependents, see
instructions.
Income 7
~
Attach Form(s) b
W-2 here, Also 9a
attach Forms b
W-2G and
1099-R if tax 10
vws withheld. 11
If you did red 12
get a W-2, 13
see instructions. 14
15a
18a
Enclose, but do 17
red attach, any 18
payment. Also, 19
please use
Fontr 1040-V. 20a
21
22
Total number d e~cem lone claimed
Wages, salaries, tips, etc. Attach Form(s) W-2 . .. ,
Taxable interest. Attach Schedule B el required .
. .. ,
.....
'
Tax•xsmpt interest. Do not include on Ilne 8a
8
2
.
.. 8b
592.
Ordinary dividends. Attach Schedule B if requirod..
,
Qualified dhridenda (see instru
ti
.. ..
9
c
ons) ..
• 96 1 050 .
Taxable refunds, credits, or disets d state and local Income taxes (sae inst
ti
ruc
ons)
Alimony received . 1,
. ..
Business income or (loss). Attach Schedule C or C-EZ 1,
,
Capelal gain or (bsa). Attach Schedule D if . .. .. .. . . . . . . . . . .
requirod. If red required, check here - ~
1'
1;
Other gains or (losses). Attach Form 4797 ,
.
IRA distributions
. ... .. . ... . . . .. . . . . . . .
' 15s 1~
b Taxable amount (see instrrctions)
Pensions and annuities
16a 15
.
b Taxable amount (see inatnrctlons)
Rental real estate, royaRies, Partnerships, S corporations, trusts
etc. Attach Schedub E 161
,
Farm income or (lass). Attach Schedule F 17
Unemployment compensation . ... .. ... 18
Social securely bandits .. (20a ~ ...
b T
bl 19
axa
e amount (see instrucflons)
Other Income. List type and amount (see instr
ti 20!
uc
ons) . ,
Ae1ri e,. s....,.._._ :_ .~_ ,__ .... _
21
23 Educator - -- '° "' ""' avwr rncoma
tioq~enses (sae instructions)
24
Certain business expenses d reservists, performing artists
and 23
Adjusted
2 ,
feo-basis government dficials. Attach Form 2106 or 2106-E2 . 24
GrO3t3 5 Health savings account deduction. Attach Form 8889 , , , , , 25
Income 28
27 Moving eo~enses. Attach Forth 3903 . . . . .. ,
Ono-half dself-em ~ ~ ~ ~ ~
pk>yrrtertt tax. Attach Schedule SE
~
28 . .. .
Self-employed SEP, SIMPLE, and qualified plans 27
29 .
Self-employed health insurance deduction (see instructions) , 28
2g
30 Penalty on early withdrawal d savings
31a .
Allmon
y paid b Recipient's SSN -
30
32
IRA deduction (see instructions) . , 31a
33 Student loan interest deduction (see instructions)
34 ,
Tuition and fees deduction. Attach Form 8917 33
35 Darrtestic production activities deduction- Attach Forth 8903. 35
38 Add lines 23 through 31a and 32 through 35 . .. .
. ,
37 Subtract line 36 from line 22. This is r ad usted roes income
For Disclosure, Privacy Act, and paperwork R
d
UYA e
uction Act Notice, see Instructions.
> this
4 (-
5
on tie and rib
No. of chlklnn
on tic who:
e Ihred with you
• did not live with
you due to divorce
oraep~ration
(see Instructions)
De ndents on flc
t
~
no
erhered above
Add numbers on
Ilnea above -
.7,088.
0
14 174.
22,710.
_2.2.710.
Form ~ 040 (2007)
Form 1040 (2007)
Tax
and
Credits
I Standard
Deduction
tor -
• People vvhc
bo~xcon~lir rnrn
39a or 39b or
who can be
Gaimed as a
dependent,
See instr.
• All others:
Single or
Married Blinp
aeparatsly,
55,350
AAarried el(rlp
Jointly or
Qualifying
widow(er),
110,700
4ead of I
~ouaehold,
17,850
Other
Taxes
38 Amount from line 37 (adjusted groan income)
39a Check (^ You were born before January 2, 1943 . . .. . . . . . .. . . . .. . .
t ^ BItnd. ~ Thal boxes
~' ^ Spouse was born before January 2, 1943, ^ Blind. checked - 39a~
L b M your aPouss kamixaa on a aapsrate r.hxn «you ware a duN-Mahn NNn, sN knWetiau and cirrJe hxs - 38b ^
40 itemized deductions (from Schedule A) or your sffindard deduction (see left margin). .
41 Subtract line 40 from line 38 .
42 If line 38 is 5117,300 or less, multipy 63,400 by the total number of exemptions claimed on line . .
6d. If line 38 is over 5117,300, see the worksheet in instructions ,
43 Taxable Income. Subtract line 42 from line 41. If line 4216 more than line 41, enter -0-
44 Tax (see Instructlons). Check i{any tax fs from: a ^Fortn(a) 8814 b ^ Form 4972 c ^ Form(s) 6889
45 Alternative minimum ffix (see instructions). Attach Form 6251. .. .. .. .
48 Add lines 44 and 45 .
47 Credit for child and dependent care . .. .. .. .. .... .. -
expenses. Attach Form 2441 , 47
48 Credit for the eldery or the disabled. Attach Schedub R 48
49 Education credits. Attach Forth 8863 , ; 49
50 Residential en 698 .
ergy credits. Attach Forth 5695 , ~
51 Foreign tax credit. Attach Form 1116 if required , 51
52 Chikt tax credit (see instructions). Attach Fonn 8901 ff required , 52
53 Retirement savings contributions credit. Attach Form 6880 , 53
54 Credits from: a ^ Form 8398 6 ^ Form 8859 c ^ Form 8839 54
55 Other credits: a ^ Form 3800 b ^ Form 8801
c ^ Form 55
58 Add lines 47 through 55. These are your toffiI credits .
57 Suhfroef fin. as s..,.., r:__ .~ .~ .,_ __ .
58
59
80
61
82
~'~PbYr-tent tax Attach Schedule SE .
Unreported social security and Medicare tax from: a ^ Form 4137 b ^ Form 8919 ,
Addtional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required .
Advance earned income credit .
PaYmenta from Form(s) W-2, box 9 . .
Household employment taxes. Attach Schedule H . .. .. .... .
Add lines 57 throe h 62. This is r toffii tax
Federal income tax withheld f ~ -
ram Forms W-2 and 1099 g4 3 62 .
2007 estimated tax payments and amount applied from 2008 return . 6g
EamW Income eredft (EIC) 1 5 95 .
Nontaxable combat pay electlon - 8gb .
Excxss social security and tier 1 RRTA tax withheld (see instr.) . 67
Additional child tax credit. Attach Form 8812. .. .
Amount aid wfth 68
P request for extension to fib (see instructions) , gg
Payment8 from: a ^ Form 2139 b ^ Form 11 ~e c ^ Forth eees . 7Q
Refundable credit for prior year minimum tax from Form 8801, line 27 71
Add lines 64 65 66a and 67 throe h 71. These ens r total rnerds
If line 72 is more than line 63, subtract line 83 from line T2. This is the amount
Amount of line 73 You overpaid
you want refunded to you. I_ f F ; 8888 is attached, check here - ^
Routing number
Account number - c T~Q' ^ C~ng ^ Savings
Amount of line 73 urv~ ~s..r ___u-~ .- _-_ - __-- -
Payments 64
85
M you have a gga
qualifying
child, attach b
Schedule EIC. 67
88
89
70
71
72
Refund 73
Direct deposit? 74a
See instnicdons - b
and fill in 74b,
- d
74e, and 74d.
or Form 8688. 75
Amount 7s
Third Party
Designee
Sign
Here
Joint return?
See instructions'
Keep a copy
for your
records.
Paid
Preparer's
Use Only
Amount you owe. Subtract line 72 from Iine 63. For details on how tom
Estimated tax see instructions PaY~ see instructions -
72
-66-1534 ape 2
22,710.
Do you want to allow another person to discuss this return with the IRS (see instructions ?
Designee's ) ®Yes. Complete the fdlaering.
name -PREPARER Ph ~ Personal identlficatlon
Under parWtke of perjury. I dsdara s,.r - rms ~ number (PIN) -
h.lar, n,.y .r. sue, correct, and cornol.e~o.,.~ 'nd'~01Aa~^ykw acbadulu and .hnemante, and m s,e wu or my knowledge and
• 7-~-t tolMr tlwr uu~ayar) i. bead on au iMorm.tlon or whkh prapyer hu anY knowledge.
Your aignaturo /\ /\~ J\//\
Date Youroccupatlon
Personal Re _ I_~- - I Dayame Phone number
Spouse's signature. H a joint return, both must sign.
Preparor's'
signature
Firm's name (or
yours ifself-employed), /
address, and ZIP coda
uYA r@M C~@rl
Date Spouse's occupation
Date Check ff
3-IS v$ 8Nf-empoyed
3rv1C@ IAC . EIN 25-
S t:. Phone no.
td PA 17070
PropareYs SSN or PTIN
L64-38-3510
7
No
717-774-4068
Form ~ Q40 (2007)
f
189661534
BABBLER
LUKE S occupation STUDENT
Occupation
36 WOBURN ABBEY AVE.
CAMP HILL
0700113016
PA-40 - 2007
Pennsylvania Income Tax Return
ENTER ONE LETTER OR NUMBER IN EACH BOX.
Do Not Use Your Preprinted Label
L
N Extension.
N Amended Retum.
R Residatcy status,
PA Resident/Nonresident/ Part-Year Resident
from ~
D SinglHMarried, Filing Jointly/Married,
Filing Separately/ Finsl RdtrrdlDeoea,4ed
Date of Death 0 2 0 8 0 8
N Femurs.
School District Name EAST P E N N S B O R O
PA 17011
21250
1a 7088
1 a Gross Compensation. Do not include exempt income, such as combat zone pay and
qualifying retirement benefits. See the instructions.
1 b Unreimbursed Employee Business Expenses.
I c Net Compensation. Subtract Line I b from Line I a.
2 Interest Income. Complete PA Schedule A if required
3 Dividend and Capital Gains Distributions Income. Complete pA Schedule B if required
4 Net Income or Loss from the Operation of a Business, Profession, or Farm.
5 Net Gain or Loss from the Sale, Exchange, or Disposition of Property,
6 Net Income or Loss from Rents, Royalties, Patents, or Copyrights.
7 Estate or Trust Income. Complete and submit PA Schedule J.
8 Gambling and Lottery Winnings, Complete and submit PA Schedule T.
9 Total PA Taxable Income. Add only the positive income amounts from Lines 1 q
2, 3, 4, 5, 6, 7, and 8. DO NOT ADD any losses reported on Lines 4, 5, or 6.
I O Other Deductions. Enter the appropriate code for the type of deduction. N
See instructions for additional information.
11 Adjusted PA Ta:able Income. Subtract Line 10 from Line 9.
1b 0
1c 7088
2 398
• 3 3059
4 0
5 12165
6 0
7 0
8 0
9 22710
1a 0
11 22710
EC Page 1 of 2 FC
L 0700113016 ~~ ~^^^~00~ 0700113016
v
0700213022
PA-40 - 2007
Social Security Number
189661534 Name(s) LUKE S BABBLER
12 PA Tax Liability. Multiply Line 11 by 3.07 percent (0.0307).
13 Total PATax Withheld. See the instructions.
14 Credit from your 2006 PA Income Tax return.
15 2007 Estimated Installment Payments.
16 2007 Extension Payment.
17 Nonresident Tax Withheld from your PA Schedule(s) NRK-1. (Nonresidents only)
18 Total Estimated Payments and Credits. Add Lines 14, 15, 16, and 17.
Tax Forgiveness Credit.
19a Filing Status: Ol Unmarried or Separated 02 Married 03 Deceased
19b Dependents, Part B, Line 2, PA Schedule SP
20 Total Eligibility Income from Part C, Line 11, PA Schedule SP.
21 Tax Forgiveness Credit from Part D, Line 16, PA Schedule SP.
22 Resident Credit. Submit your PA Schedule(s) G-R with your
PA Schedule(s) G-S, G-L and/or RK-1.
23 Total Other Credits. Submit your PA Schedule OC.
24 TOTAL PAYMENTS and CREDITS. Add Lines 13, 18, 21, 22, and 23.
25 TAX DUE. If Line 12 is more than Line 24, enter the difference here.
2ti Penalties and Interest. See the instructions. Enter Code:
ffattaching form REV-1630, mark the box. N
27 TOTAL PAYMENT. Add Lines 25 and 26.
28 OVERPAYMENT. If Line 24 is more than the total of Line 12 and Line 26, enter
the difference here.
The total o! Linea 29 through 35 must equal Line 28.
29 Rotund -Amount of Line 28 you want as a check mailed to you. Refund
30 Credit -Amount of Line 28 you want as a credit to your 2008 estimated accoun .
31 Amount of Line 28 you want to donate to the Wild Resource Conservation Fund.
32 Amount of Line 28 you want to donate to the Mllltary Family Relief Aasiahace Program.
33 Amount of Line 28 you want to donate to the Governor Robert P. Casey Memorial
Organ and Tissue Donation Awareness Trust Fund.
34 Amount of Line 28 you want to donate to the Juvenile (Type 1) Diabetes Cure
Research Fund.
35 Amount of Line 28 you want to donate to the Breast and Cervical Cancer
Research Fnnd
Signature(s). Under Penalties of perjury, I (wee) dedare that I (we) have this return, indudiag all
~nP~Yln6 schedules and statements, and to the beat of my (our true, cartect, and complete.
Your Signature e, if filing jointly
G,......- -- ~--- ~ w~
Name and Telephone
A to Z Tax Service Inc-
(717)774-4068
L
12 697
13 218
14 189
15 400
16 0
17 0
18 589
19a 03
19b 00
20 0
21 0
22 0
23 0
24 807
25 0
26 0
27 0
28 110
29 110
30 0
31 0
32 0
33 0
34 0
35 0
Firm EIN Pre arer's SSN/PTIN
Date
3-~S-bB 251616940 164383510
Page 2 of 2
0700213022 070021302
C C ~~..
~~4f
~ m W
oa
t7
yA
I
~,:
~i
O!
~j
O'
a:
~l
~j
I
I~
1
C
,~ ~.
I
I,
I
r~
~I
I
REV•1509 EX + (8-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEF
JOINTLY-OWNED PROPERTY
t~ ~At t yr LUKt 5 tiA55LtK FILE NUMBER 21-08-0246
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
A. HARRY J BABBLER, III 36 WOBURN ABBEY AVENUE, CAMP HILL, PA 17011 FATHER
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 forjointlyfield real estate.
DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1. A. 10/24/01 PSECU SHARE ACCOUNT, #8900299853-01 $692.32 50% $346.16
2. A. 10/24!01 PSECU CHECKING ACCOUNT, #8900299853-04 4,419.06 50% 2,209.53
3. A. 10/24/01 PSECU MONEY MARKET ACCOUNT, #8900299853-07 8,925.03 50% 4,462.52
TOTAL (Also enter on line 6 Recapitulation) I $7 018 21
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT of REVENUE INFORMATION NOTICE
BUREAU OF INDIVIDUTAL TAXES FILE N0. 21 08-0246
DEPT. zaosol TAXPAYERNRESPONSE
H11RRISeURC, PA laze-osol ACN 08114779
DATE 04-10-2008
mtn-:sw a ~sr to-en
TYPE OF ACCOUNT
EST. OF LUKE S BABBLER ® SAVINCs
S.S. N0. ^ CHECKING
DATE OF DEATH o2-08-2008 ^ TRUST
.COUNTY CUMBERLAND. ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
HARRY J.BA~~LER REGISTER OF WILLS
36 WOBURN ABBY AVE CUMBERLAND CO COURT HOUSE
CAMP HILL PA 17011-1011 CARLISLE, PA 17013
PSECU has provided the Department with the infonation listed below which has been used in
ealeulatina the potential tact due. Their records indicate that at the death of the above decedent, you ware s 3oint owner/beneficiary of
this account. If you foal this infonation is incorrect, oleas• obtain written correction from the financial institution, attach a copy
to this fan and return it to the above address..- This account is taxable in aeeordsnc• with the Inharitartea Tact Lsws of the Commonwealth
of Pennsylvania. Questions say br answered-by esiiiM-4717) 7B7-ai27.
COMPLETE PART 1 BELOW ^ * r SEE REVERSE SIDE FOR FILING AND PAYMENIT TldcrQUrrrnuc
Account No. 8900299853 Dat• 10-24-2001
To insure proper'eredit to your account, two
Established C2) copies of this notice must accomparo Your
Account Balanc• 692.32 payment to the Register of Wills. Make cheek
payable tot "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Sub,7ect t0 TeX 346.16 NOTES If tax payments era ^ade within three
C3) months of the decedent's date of death,
Tax Rata X .045 you may deduct s 5X discount of the tax due.
Potential TaX Dua 15.58 Aro inheritance tax duo will became delinquent
nine C9) menthe after the date of deatA.
PART TAXPAYER RESPONSE
~irim.urwinumn nrw.~i i i li i ~ , I~IlPI IIl9421~lI~.a~ww~
A. ^ The above infonation and tax dw is correct.
1. You may choose to vomit payment to the Register of Wills with two copiss of this notiea to obtain
CHECK a discount or avoid interest, or you may ehaek box "A" end return this notiea to the Register of
ONE Wills and an official sssesamant will b• issusd by the PA Department of Revenue.
BLOCK ~ B. ^ Tha above asset has bson or will b• reported and tax paid with the Pennsylvania Inherits
0 NL Y to be filed by the decedent's nprosentatiw. nee Tax return
C. ^ Tha above infonation is ineorraet end/o~ebts and deductions were paid by you.
You ^ust complete PART 2^ and/or PART 3 below.
PART If you indicate a different tax rate, please state your
~. relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Da-t• .Established- -- - ---1
2. Account Balanc• 2
3. Percent Taxable 3 x
4. Amount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rata ~ x
8. Tax Duo g
PART
0 DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION - AMOUNT PAID
TOTAL CEnter on Lino 5 of Tax Computation) t
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the bast of my knowledge and belief.
HOME C )
_ WORK C )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE INFORMATION NOTICE
6UREAU OF INDIVIDUAL TAXES
DEPr. zeo6ol AND
FIARRISOUR6, PA 1Tlze-0601 TAXPAYER RE S P O N S E
^cv-:su a scr ca-.u
HARRY J BABBLER
36 WOBURN ABBY AVE
CAMP HILL PA 17011-1011
FILE N0. 21 08-0246
ACN 08114780
DATE 04-10-2008
.TYPE OF ACCOUNT
EST. OF LUKE S BABBLER ^ SAVINGS
S.S. N0. ® CHECKING
DATE OF DEATH 02-08-2008 ^ TRUST
COUNTY CUMBERLAND ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PSECU has provided the Dopartaent with the intonation listed below which has been used in
ealculatina the potential tax due. Their records indieat• that at the death of the above decadent, you were a joint owner/beneficiary of
this account. If you foal this intonation is incorrect. please obtain written correction frog the financial institution, attach a copy
to this fon and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Cowonwealth
of Pennaylvanie. auestions asy br_answeead.by_ea111ne C717) 717-8327.
COMPLETE PART 1 BELOW * r * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 8900299853 Data 10-24-2001
To insure proper credit to your account, two
Established C2) copies of this notice must accompany your
Account Balance 4,419.06 payment to the Register of Wills. Make cheek
payable to: "Register of Wills. Agent".
Percent Taxable X 50.000
Amount Sub)act to Tax 2, 209.53 NOTEo If tax payments era made within three
C3) months of the decedent's date of death.
Tax Rata X .045 you may deduct a 5X discount of the tax due.
Potential Tax Du• - 99.43 Argr inheritance tax des will become delingwnt
nine~C9) months after the date of death.
PaT TAXPAYER RESPONSE
1 ~~.
A. ^ The above Snfonation and tax des is correct.
1. You may choose to resit payment to the Register of Wills with-two. eopias of this notice to obtain
CHECK a discount or avoid interest, or you may ehaek box "A" and return this notice to the Register of
0 N E Wills and an official assessrent will be issued by the PA Department of Revenue.
BLOCK ~ !. ^ Tha above asset has basn or will be reported and tax paid with the Pehnsylrania Inharitanca Tax r
ONLY to be filed by the decedent's representative. •turn
C. ^ Tha above information is incorrect and/or debts and deductions ware paid by you.
You must complete PART 2^ and/or PART ~ below.
PART If You indicate a different tax rata, please state your
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LIME 1. Date Established 1 _._ --___ .
2. Account Balance Z
3. Percent Taxable 3 x
4. Amount Subiect to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rata 7 x
8. Tax Du• g
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL CEnter on Lino 5 of Tax Computation) ~
Under penalties of perjury, I declare that the facts I have raportad above are true, correct and
complete to the bast of my knowledge and belief.
HOME C )
.., ., ... ... .. ~ WORK C )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE INFORMATION NOTICE
luREAU OF INDIVIDUAL TAXES AND FILE N0. 21 08-0246
DEPT. zeocol
H11RRISeURC, PA 171ze-ocol TAXPAYER RESPONSE ACN 08114781
„~„_,~~„F,t~*~„ DATE 04-10-2008
TYPE OF ACCOUNT
EST. OF LUKE S BABBLER ® SAVINGS
S.S. ' N0. ^ CHECKING
DATE OF DEATH 02-08-2008 ^ TRUST
COUNTY CUMBERLAND.. ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
HARRY J BABBLER - REGISTER OF WILLS
36 WOBURN ABBY AVE CUMBERLAND CO COURT HOUSE
CAMP HILL PA 17011-1011 CARLISLE, PA 17013
PSECU has provided the Dapartunt with the inforaation listed below which has bean used in
csleulatine the potential tax due. Their records indicate that at the death of the above decadent, you wore s 3oint owner/bonsficiary of
this account. If you foal this inforaation is ineorract, please obtain written correction frog the financial institution. sttaeh • copy
to this fora and return it to the above sddrass. Th1a •ecount is taxable in aeeordanea with the Inharitane• Tact Laws of the Coaaonwaelth
-of'ParmsYlvanis. Cuastions say-ba answered by tallirte (7i 7) 707-1327.
COMPLETE PART 1 BELOW * * ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 8900299853-S7MM Dat• 10-24-2001
To insure proper credit to your account, two
Established (2) copies of this notiea oust aeeoapary your
Account Balance 8, 925.03 Piyaant to the Rapistar of Wills. Make cheek
psyabl• tot "Rapistar of Wills, Aeant".
Percent Taxablo X 50.000
Aaount Subject to Tax 4,462.52 NOTE: If tax payaants era aeda within three
(3) aonths of the decedent's date of death,
TaX Rat• X , 00 You say deduct a 5x discount of the tax due.
Potential Tax Du• ~ 00 Argr inharitane• tax due will bacoa• delinquent
nim C9) ^ontha after the date of death.
Par TAXPAYER RESPONSE
1 i i i ~~ i ~i gaAl a
A. ^ Th• abovo inforaation and tact due is correct.
1. You say choose to raait payaant to the Raeiatar of Wills with two copies of this notlca to obtain
CHECK a discount or avoid interest. or you say cheek box "A" and return this notiea to the Rapistar of
C ONE ~ Wills and sn official esaassaant will ba issued by the PA Dapartaant of Ravanua.
BLOCK B. ^ Tha abovo asset has bean or will ba reported snd tax paid with the Pennsylvania Inharitane• Tax return
ONL Y to ba filed by the decedent's raprasantstiva.
C. ^ Tha abovo inforaation is ineorract and/or debts and deductions ware paid by you.
You oust coaplat• PART 2^ and/or PART ~ below.
PART If You indicate a different tax rate, please state your
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LIME 1'. Grte fataGlishad-. -1 - .,__.~
2. Account Balance 2
3. Percent Taxablo 3 x
4. Aaount Subject to Tax 4
5. bebts and Deductions 5
6. A~ount Taxable 6
7. Tax Rata ~ x
8. Tax-Due 8
PART DEBTS AND DEDUCTIONS CLAIMED.
DATE PAID PAYEE DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) ~
Under penalties of perjury, I declaro that the facts I have roported abovo are trw , correct and
coaplete to the bast of awy knowledge and belief.
HOME C )
- WORK C )
r ...., . ., ...
.-__
REV-1510 EX + (&98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF LUKE S BABBLER FILE NUMBER 21-08-0246
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY % OF DECD'S
NUMBER INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH INTEREST EXCLUSION TAXABLE
ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET (IF APPLICABLE)
1.
CHARLES SCHWAB IRA ACCOUNT, #51596526-SEE ATTACHED SCHWAB VALUE
STATEMENT $9,211.97 100% $9,211.97
TOTAL (Also enter on line 7 Recapitulation) $9 211 97
(If more space Is needed, Insert addltlonal sheets of the same slzel
,CNI
ry
J
~~-
Y
y
0
.,~
ro
O
^
~~ o
ro
~
W
y
~ ~
~
O O o
0 0 0
N N N
~~~
O O N
o 0 0
~ ~ ~
N N ~
O O O
" °'
N
~
1
~
A
ro
raaa
4-I O N
O +~+ tq
s 1~ i-I O
A~w
rx ~o ,~ u~ ~ ,-~ ~
W N ~ N O OD
a~n ro ••~
~~ v N~ o 0
C/)rnA Nrn N
GO .--1 W +~ .~ ~
~ N S-I U
~ ~A~Q ro
~
j
v
~
a o o
U • • 4-I .-1
U U
O ~
W +~
~
N
N H
ro ~
~~
w az ~
a ~
•.
-~ v
A ~
H ~n
o +~
~ N
ro ~
m
~ ~
~ ~
b
.,~
3
0
a
~ ~ ~o
M r
Sri ~
~ M ~
~° ~-+ ~r
N M f+')
0 0 0
° 0 0
0 0 0
0 0
O
N ~
~ ~ M
~ o d,
'""~ N ,-~
~ ~ ~
x
~ ~
O O O
O O O
O O O
N ~ ~
~ ~ M
~ O
~
'"~ N r
-I
n
rn
~
N o
~
rn
w
o
O ~
O
~ p
a~
N
N y
~
a
y
•- d
0 0
€~
C
~° ~
~~ a
~
r
~ o
'0 Y
~ a
~°o
~ U
~ f6
~ A
c E
• ~Cp ~
l0 N
~ w E
y ~
~~
M E~
.~ d' ~ ~
a~ O c m o
b' p
a00 ~ - ,~
~~ ~
~ ~
~ ~
U
N N
h ~;
J
C
i c
C
Vl
Q ~
~
H °~ ~
C a ~
f0 °
'
o ~
~~
y a m
~ ~
~.
a .
.
0
y ~ a
_ ~ •~ ~
~~ '~ Y
~3 a c° v
a
~ N fl7
~
v E
~
N C ~
,a E -
~ ~ U a~i
2
3 ~
~
~ ~ d
Ol = fd y
r; ~ $ ~ r
N ~ ~ ~ ~
a;
(/} w
Q -
3 l0 C
O U '
~ .-1 .-1 L ~ >; V
~ y
c
~ U H
U •~ _
~ ~
d
o ro
E y ~ t
O
E ~ ~ Eo ~
~ c °o
~ = c° A
x
.,~
x
r-1
0
O
a pi
~
o
w ..
~
~
~ z
_
N •~ ~
o ~ ,~
W o 0
z °
a rn N
~"~ .'~ O .1.J
W ~
O O
N
W ~"')
ro
~ o w
H
~ z ~ w H G ao
.
O U
~
+~ Ll. E-i d
N
~ W
N H
~ U
3 ~ ~
~ ~
O ~ W ~O
U
A U U
O
v
i v
i A r
n
U ~ o
~ C l0
O OD (h
O O
~ ~ N O
~
N W r-i
ro
~ O
~"'~ N Ch
a
H A
a ~
~ z
o A
.~
o ~
~ O
0
OD
H H ro
~ A ~ o
U ~--~ ~ o
O N
pq O ,-I ~
~ ~n N m
x a ~ ~
U W ~ N
fn V] ,'E O
N
N
N
C
A
z
_ v
>C ~
~" ~ O
m
H H ro
U H ~ o
3W ~o
x a +, ~
N
1D
M
N
WNJ-~ N
a~n ro ••~
~~ v ~~
0
cg01 A OOl c
w ,~ w ~ .-~
a a
W.-~~ UA
~Aii ~ ~
a `o
w
W U N O -.i
O ~ ~ W
N H d ~~
+~ n
°
ro ~
~ ..
.
`y
oz
W (1, a a
a N
~
C (!1
O O
C
w
C
N
y
F C
® O
l7
~ a
~ U
- ~ U
~
Y
C
~
G1
O yE
y
€
°
~ M ~ ~
W
N ~ '
v ~ ~
O O N C c y o
~ o a ~ ~ ~`
~
~ '~
N
' ~ M
O . l0 L
w
v ~
~o
~, c
a ~ ~
~ ~
y
_
~ m
~ ~
m y
~ .~
f+
N
a m
~
y ~
°' ~~o
X
a
_ ~~ a
~ ~~
~
^~ 3 ,
~°
tll f/1 N
• ~
L C ~
E
~ N~~
~ ~~~ H ~ ~-
o 0 o D
U ~ v.. V
NNN
~~ ~
3 yd1 ~
c
m
~ U a
OD OD N
o ~ (0
y 00
,,~~
orG4+
V~
L
~~ .~
000 ~ ~ ~~ a
~
W a~~
W ov
U
+.~ ro A
ro A .
-l
H i
l 3 Gq
~ 5C ~ ~ i,
E
A G O
E --~
~~ h O
~ o a
w N ~°
„~ o•N
~
O m z
~ ~ c' ~
.i.
fn z N
W
U ~ ~
V
~ '~ OU
O ~s
]
Y
H
~ '
~ 3 ~ a
i
a N ~
A d a .
a
~ a
a ~ ~ o ~
N
O
i
REV-1511 EX+(10.08)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF LUKE S BABBLER
FILE
21-08-
n~aF
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. GI LBERT L. DAILEY FUNERAL HOME, HARRISBURG, PA -FUNERAL EXPENSES -SEE ATTACHED STMT $5,041.75
2. OUR LADY OF LOURDES CATHOLIC CHURCH, ENOLA, PA -FUNERAL LUNCHEON 500.00
3. THE PATRIOT-NEWS CO. -PUBLICATION OF OBITUARY 294 27
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 2,125.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant HARRY J. BABBLER, III, AND MARIAN J. BABBLER
Street Address 36 WOBURN ABBEY AVENUE
City CAMP HILL State PA Zip 17011
Relationship of Claimant to Decedent PARENTS
4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 306.00
5. Accountant's Fees
6. Tax Return Preparer's Fees A TO Z TAX SERVICE, NEW CUMBERLAND, PA - 2007 INCOME TAX
RETURNS 45.00
7. CUMBERLAND LAW JOURNAL
ESTATE ADVERTISEMENT
, 75.00
8. THE PATRIOT-NEWS CO., ESTATE ADVERTISEMENT 222 15
9. POSTAGE
164.00
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
TOTAL (Also enter on line 9 Recapitulation) I $12 273 17
more space Is needed, Insert addltlonal sheets of the same size)
GILBERT L.
' DAILEY
C~u~aeral f~(ome
I N C O R P O R A T 8 D
~ r~ ~,~,.
Sunday, February 10, 2008
Harry Bassler
36 Woburn Abbey Ave
Camp Hill, PA 17011
6s0 south 28th street
Harrisburg, Pennsylvania 17103
Phone (717) 233-1933 Fax (717) 234-3721
Clifford D. Forester, Sr. F.D.
Mario A. Billow, Supervisor Timothy J. Dailey, President
Dear Harry,
Thank You for selecting our fungal home to pmvide services for your family during your time of bereavement. I hope that you found
our services, so far, to be of the highest standards that we always try to achieve. The following is a summary of the service charges as
previously explained and provided in written forth art the services for.
LUKE S. BASSLER
Use Of Staff And Facilities For Funeral Ceremony
3. Automotive Equipment $inc
Transfer Remains To Funeral Home $ 178.7s
TOTAL OF PROFESSIONAL SERVICES, 5178.7s
FACQ.TI'IES AND AUTOMOTIVE EQUIPMENT
Merchandise 5178.75
Acknowledgernent Cards
$inc
~~ 13ook
pmya ~~ $inc
Cremation Urn Dodge Granitone Urn $inc
$ 37s
SPECIAL SERVICES
Ctemadon Package C
$ 408s 5375.00
TOTAL SPECIAL CHARGES
CASH ADVANCES 54,085.00
Paid Newspaper Notice $ family
Pottsville Republican
Church or Clergy $ family
Certified Copies of Death Certificate 8 $ 100
S 48
Flowers
organist $ 80.00
soloist $ loo
s 7s
5403.00
TOTAL FUNERAL CONTRACT
SS,04I.75
BALANCE DUE 55,041.75
If these are any questions or concerns that rernain unanswered, please call me.
Sincerely,
Mario A. Billow
F.D., CFSP
~~ 2~1 ~ u. 2/ ~S"/of~
C~~ tt ~v ~
~2EV-1513 EX + (g-00))
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF LUKE S BABBLER FILE NUMBER 21-08-0246
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT ~
Do Not List Trustee(s) oFESrA
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and ~
I transfers under Sec. 9116 (a) (1.2)]
1. HARRY J. BABBLER, III FATHER 50%
36 WOBURN ABBEY AVENUE
CAMP HILL, PA 17011
2. MARIAN J. BABBLER MOTHER 50%
36 WOBURN ABBEY AVENUE
CAMP HILL, PA 17011
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SH01MJ ABOVE ON ONES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
IL
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. CHARLES SCHWAB IRA ACCOUNT, #51596526 -DECEDENT/OWNER UNDER AGE 59 '/: AT TIME OF DEATH $9,211.97
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OFPART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
$9 211 97
(If more space Is needed, Insert addltlonal sheets of the same size)