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Home My WebLink About12-02-08J 25056041125 "" REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Coun Bureau of individual Taxes INHERITANCE TAX RETURN ~' Code Year File Number PO BOX 280601 2 1 0 8 0 6 8 8 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTIER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 7 2 0 1 9 0 5 0 0 6 1 5 2 0 0 8 0 9 0 9 1 9 0 5 Decedent's Last Name Suffix Decedent's First Name (~I H A R T E R H E L E N E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name p/II Spouse's Social Security Number FILL !N APPROPRIATE OVALS BELOW 1. Original Return 4. Limited Estate ~ ® 6. Decedent Died Testate (Attach Copy of Wilq 9. litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82j 4a. Future Interest Compromise {date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) 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 GONFIDENTlAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number C H A R L E S E P E T R! E 7 1 7 5 6 1 1 9 3 9 ~_~ Firrn Name (If Applicable} REGISTER-OF'~LLS USEf3NLY --._ -', `,~ _. I First Tine of address n 3 5 2 8 6 R! S B A N S T R E E T ~ Second line of address ' _ .7 __9 City or Post Office State ZIP Code _ DATE FILED-C H A R R I S B U R G P A 1 7 1 1 1 Correspondent's a-mail address: PetrieLaw@AOL.com under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief rt is true, correct and complete. Declaration of prepar~r other than the personal representative is based on all information of which preparer has any knowledge. TURE OF PERS RES IBLE O F DATE 11/2$!2008 ADDRESS 9 ~N. PINE TREET ENOLA PA 17025 SIC~NATUR_~-~EPAFj~R~OTHER ~~`NPRESENTATNE DATE ADDRESS ,'"~° -' 3528 BRISBAN STREET HARRISBURG PA 17111 _. PLEASE USE ORIGINAL FORM ONLY S+de 1 L 15056041125 15056041125 J ~- 15056042126 REV-1500 EX Decedent's Name: HELEN E. HARTER Decedent's Social Security Number 1 7 2 0 1 9 0 5 0 RECAPITULATION 1 1 0 5 2 3 0 4 9 1. Real estate (Schedule A) ...... . . . . . . ........................ .. . 2. Stocks and Bonds (Schedule B} ......................... .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages i~ Notes Receivable (Schedule D) .................... .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .. 5. 3 0 1 4 8 4 3 6 Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. 0 0 0 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested .... ... 7. 8. Total Gross Assets (total Lines 1-7) ....................... ... 8. 1 3 5 3 7 8 9 2 9. Funeral Expenses & Administrative Costs {Schedule H) .. 9. 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule q ........... 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. 1~1. Net Value Subject to Tax (Line 12 minus Line 13) ................ 14. 1 2 7 2 4 8 1 1 7 5 2 4 8 1 4 4 7 7 2 9 1 2 0 9 0 1 6 3 1 2 0 9 0 1 6 3 - -_ T14X COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 1fi. Amount of Line 14 taxable at the spousal tax rate; or transfers under Sec. 9116 (a)(1.2) X •~ _ 0 0 0 15. 16. Amount of Line 14 taxable 1 2 0 9 0 1 6 3 at lineal rate X •045 i6. 1 ;~. Amount of Line 14 taxable 0 0 0 at sibling rate X .12 17. 1 t3. Amount of Line 14 taxable 0 0 0 at collateral rate X .15 18. 19. Tax Due ..........................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056042126 Side 2 0 0 0 5 4 4 0 5 7 0 0 0 0 0 0 5 4 4 0 5 7 15056042126 J REV-1500 EX Page 3 Decedent's Gamplete Address: File Number osss DECEDENTS NAME H_ ELEN E__HARTER _ _ _ STREET ADDRESS 2100 BENT CREEK BLVD - - -_ -_ - - CITY MECHANICSBURG --- -- _ __ STATE ', ZIP PA ! 17050 Tax Paymlents and Credits: ~. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InterestlPe~nafty 'rf applicable D. Interest E. Penalty 4, H Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Pale 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than l.Jne 2, enter the diifference. This is the TAX DUE. A. Enter the interest on the tax due. (1) 5,44a.57 Total Credits (A + B + C) (2) 0.00 Total Interest/Penalty (D + E) (3} 0.00 (4) 0.00 (5) 5,440.57 (5A) B. Enter thie total of Line 5 + 5A. This is the BALANCE DUE. (5B) 5 440.57 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 : ................................................................. i ..... ^ ts income; .......................... b. retain the right to designate who shall use the property transferred or ..... ^ X c. retain a reversionary interest; or ........................................................................................... " ..... ^ X lfe of either payments, benefits or care? .................................................. d. receive the promise for i ..... 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................. " " ..... ^ ^ or payable upon death bank account or security at his or her death? .... intrust for 3. Did decedent own an ..... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate propeRy which contains a beneficiary designation? ............................................................................................ ...... ^ IF THE AN~iWER 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 p2 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 disGosure of assets and filing a tax return are stilt 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-1502 EX + (~8-98) SCHEDULE A COMMONWEALTH OF PENNSYWANIA REAL ESTATE INHERITANCE TAX RETURN RIESIDENT DECEDENT FILE NUMBER HELEN E. FIARTER 0688 All real property owned solely or as a tenant ht common must be reported at fair market value. Fair market value is defured as the price at which property would be exchanged between a wdfing buyer and a wNling salter, neither being compelled m buy or seU, both having reasonable knowledge of the relevant facts. a.~r n~~ which i4 ieinthaowned wish right of surrivorsthin must be diaciosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 110 EAST CUMBERLAND ROAD 105,230.49 EAST PENNSBORO TWP SEE ATTACHED SETTLEMENT SHEET TOTAL (Also enter on line 1 (if more space is needed, insert additional sheets of the same size) form HUD-1 IDIBB7 ref Hantlcnak eno:: z A. Settlement Statement U.S. Depertmentof HOUEIng end Ufben Development R. Tvo~ f L°an nMe AROfOVBI NO 2n+02 02E6 lexolres 1 1 13 0/2 0 0 81 1- UFHA 2. LFITHA 3 SL1Canv. Unins I 6. File Kumber 7. Lean Number 8. Mortgage Insurance Case Nunber l v R Thle tarn Is lurniehed a give you e ~ stamen o eaue sealement coats. mounts Dald to =ntl Dy L'11 eo errant agent ere s awn. C. Note: Imme malRed "(p,o.c.)" were geld oatelde the cloelnpp; they ero enewn henior Infonnelion puryosee end ere not IneNdetl In Ina tnlale, TitlaEzpreea Settlement System WARNIN~3: It la a crime ro Mnovnngly make lelae atelemente to the Uniled Stelae on Nle or en ocher slmtler feim. paneaiaa oven nvln.!,,.. ~ I ~I c i i - ~ 'I D. NAMP OF 8O2ROwGfl 7oseph A. Chest and Ashley L. Chest A~DAess= 907 Chester Road. S ~~ E. NAME OF SELLER E5tat0 of Helen E. Harter. DOU¢las 1. 1'laiter Administrator aDDRESS. 9 West Pine Street. Enola PA 17025 F NA~Jk OF LENDIi~ RBS Citizens, N.A. ADDRSSS. One Citizens Plaza. Providence Rl 02903 j 0. PROPERTY AooRess 110 East Cumberland Road, En01a, PA 17025 Cumberland. East Pennsboro Townehip II !i x. seTTLEMSNT AceNT Advantage Settlement & Abstract Co., LL]' ~LACr OF SRTTLa~ rofessionat , rain Road 's ;7110 M .N'T ~a ~. 0/30/2008 J. SUMi Y OF 80RROWE ACTION: .SUMMA LLER'S T ION: 100 GROSS AMO FR A ER 101. Ce~ract eeleer c~ 11$ 000.00 115 000.00 t02. ~nrsonal Preee 103. Settlement char I 4 921.53 d 3 1 Od. I d 10s A 11 ~ a b 106_ Citvttnwntaxea 10 30 OB 12 31 9 d9. 10 30 D8 12 31 OB 49.92 .AL. Ccuntvtexes I 109_ School laz 10 30 09 6 30 09 15. S9 10 30 Ofi 06 30 09 615.69 lag- rlnaLaewerlnfut 10 30 OB 12 31 09 79,39 ~ 10 30 OB 12 31 OB 79.39 110 t 11. 4 112 d 120 OROSSAMO 120 5fi6.53 ~ 115 74 DO 200. AMOUNTS Pi R ER M L 201. Oaoosit er eerne: 1 000.00 202 rlnmoal amour • ! 92 000.00 t 10 564.51 203_ EzletlnD loant_a) ' 20d d 205 20 prop•edRtrom ~' ' 9 229.14 20T_ Lentlercredit 250.00 Zoe 2os. Ac I 210 CltylleYrn texse 211_ Caunty tease 1' ~7 ~ h°nl ~I 213_ 214_ 21e 219.. asllerattt;'et 3 450.00 I 3 450.00 217 2t8. I 1 318 220. TOTAL PAID E WE 115 929.14 T 14 014.51 300. CASH AT SETS ~ T ~ R aot oro==em ~n rI I20 5fifi 11 5.00 (j2~ ewe emo rnta na,' r 115 929 14 1d 014.51 303. CASH FROM E OWER 4 637.39 101 730.49 SUean7U7E EOR,M 1D99 SELLER STATEMENT: 7ne Inyarmelion centalned herein le Impprtent t~xinkrmellen end le Deing Nmlenetl to the Inbmel Revenue 3ervlca, Iryou nre nquudd to Ole s ratum. n a7llgge a penalty cr adtor ae noon w111 De impeeee en you I(lrie iUm le rodulred le De repenetl ene ttu IRS dalafmineB Nat a nee nol been npened. ThB Contract Selee Pfiot dee CfDed on I~ne d01 above dOnlll!uhe Ihv Oraee proceeds eEU!e treneaction. You en required bylaw lc prov!de me aetllBmenl agent (Fetl, Tax ID No; )wlln yOUr ooRaol tiXpiyirldBfIIIIICBIIOn nllmbeL If pu dd no{ pn7Yd8 y0U'tldrroCt teapayat jdentl}cilOn numser,. you maybe cublacf m civ11 or crlmmal pene,!rca lnposed by Iew, n erpU~tfee~perJury, I detlify th he numEer sna n pn nle,aut oily my prrect tszpeyer Itlenunea?ion numhv rIN j!^!-_- n~~ - ! ~" ~ / - - SELLER(S) StONATURE(aY . 9EL'~_ER(a) New n^~aILING ADDRESS ~_~L1L_~L~1=.. 5 ~. ~ ~~1~ ~~. i~~~ / t~~ Y ~_ 3ELLER13) PHONE NUr+1aEe RS _~ ~~'~ ~J 2 ~~ ~L+S n {H) ~~ ~ _ ~- (wl ~/~ _ a, ~oPi ezle~/ezeluenoy/Fae!L!~,i UIdO~~~ 80~Z ~s,'~~~ .... ,. U.S. DEPARTMENT OF HOtiSINO AND URBAN DEVELOPMENT SETTLEMENT STATEMENT File Number: AS3213 nt RVAlwm Pfintwel Tnl!innnna .l la•n~Iln l! PAGE 2 T PAID FROM PAID FROM T 115 000.00 = 5 577 .50 BORROWER'S SELLER'S I FUNDS AT FUN DS A7 2 913.75 R®a1t eervioee area Ino, SETTLEMENT SETTLEMENT 2 763.75 ReMax Rea1t Pr f eeionale ', 5 '77,50 RBMdx Real roPeeeionals 250.00 ~ 0.250 a RBB Citizens N A, LR 230.00 W t lsar RE rais•ra 325 PO ender Kroll Faat. Dwta - TCN 15.82 POC b L~n•r e C'tie•ns N.A. LR 325.00 I let Amer. R.E. Tax 9rvo LR 67.00 In let Amer. Flood Data SrirO LR 7.00 RBS Citizens N.A. LR 300. 0 SAMA P.O.C. 1 ,00 Su •r LR RB8 Citisen A. LR 125.00 E AN r l0 30 2008 11 O1 2008 16.3800 2 Da s LR 32.76 I r Trav1•rs 353.00 I E F 29.d2 LR 88.2 00 . ~ 0 26.11 LR 2d1,10 ~ 6 76,76 LR 460.56 on RBS Cit1z•na N.A. LR -381.40 0.00 Advanta ® 8e lem•nt 6 Abstrac Co, LLP 150.00 ~ flu F Fulton Bank 50.00 '. 1 Ga M. 6 shall 40.00 20.00 ! 1 T harlea P•tri• Attorn at Law 3 500.00 i I Adv n a • S•ttl•mant fi raat Co. LLP g 3,73 nl t09 92 000.00 115 000.00 - 933.75 Advanta a 9a 1 •nt 6 Abstract LLP 150.00 Advanta ettl•m•nt i Abetra Co. LLP 35.00 ENT R ~ 38.50 64, 0 103.00 xr 1 15 0 1 150.0 ~ 160.00 ~ 1 ISO.ao Cumberland Count Rea rder oP D•ads 71.50 30 D '• Lu old Tax Claim ur•au ! 10.00 I Fed.Ev: 20 , 0 ~ ~ I Debbi• Lu old 307.01 ........... E "' d 921.53 10 56d.51_I j ~ ~` _,`~~ HUD CERTIF!CATtON OF BUYBR AND SELLER y I have cv. NI9~revleylgC~in~ HUD-( SCtIIeMenl Stalar7nttt a6dd thY b&v6d my kno•.vledpe entl tare(, 0 m a wa Ind vccureta statement 01 e!! receipts and dbbunameme made on my eeeounl or by msnt~reneeLl 4. M1 ner eer!!fy that I haVa fa0aNad7~SCpy a HUD='LBeNiemenl Sfate4lanL ~ ;~~ ~ ~ Eeteteo ecn 'a ar, ou a artar Admin elretor Thy HUD•1 9aRivmvm 8lesment wnlcn I nave predamtl Is a true entl acc~aowunt of th lrene9c o I nave ceueeo or will ceuae th lands a dl:durved ccorde etetemenL fq~ ~/ ~~ G~~` ~ ~S ~ WARNING: R IS A CRIME TO KNOWINGLY MAKE FAL6E STATEMENTS 70 THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRI60NMENT. FOR DETAILS SEE TITLE .8; u.e. CCOE SECTION 1001 AND SECTION tOtO. ~/£ '~~ 9016'~N e~-ia0/a;p~uenaH/haem!~~ WdOE~~i 80G? '06'+~0 REV-1508 EX + {8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE HELEN E. HARTER 0688 -ndude the proceeds of litigation and the date the proceeds xaere received by the estate. All oropeM ioiMiv-owned wNh rislht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. DWS ANNUITY 28,562.11 2. STIMULUS CHECK 300.00 3. BRIDGES & ME REFUND 1,286.32 TOTAL (Also enter on line 5, Recapitulation) ~ _ (if more space is needed, insert additional sheets of the same size) REV-1511 EX + i;12-99j SCHEDULE H COMMONINEALTH OF PENNSYLVANIA FUNERAL EXPENSES ~ INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER HELEN E. HARTER 0688 Delris of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. SULLIVAN FUNERAL HOME 3,194.37 2. SUE YOUNG 50.00 3. REVEREND TIM 200.00 4. FOOD AFTER FUNERAL 389.46 B. ADMINISTRATIVE COSTS: ~, Personal Representative's Commissions Name of Personal Representative (s) DOUGLAS HARTER 3, 500.00 Soaal Security Numt~er(s)/EIN Number of Personal Representative(s) 198329572 Street Address 9 ~• PINE STREET City ENOLA state PA zip 17025 Year(s) Commissan Paid: 2008 2. AttomeyFees CHARLES E. PETRIE 3,500.00 3, Famiry Exemption: (If decederds address 's not the same as claimants, attach explanation) Claimant Street Address City State Zip Relaationship of Claimant to Decedent 4. Probate Fees 304.00 5 Accountants Fees 6. Tax Retum Preparer's Fees 7. CWECKS 35.01 8. PREPARING HOME FOR SALE 1,551.97 TOTAL (Also enter on line 9, Recapitulation} 1 ; 12, 724.81 (If rrwre space is needed, insert additional sheeb of the same size) REV-1512 EX * (12-03) SCHEDULE A COtuenoNUVE1ILTH OF PENNSYLVANIA DEBTS 4F DECEDENT, INHERITANCE TAX RETURN MORTGAGE LiABiLITIES, ~ LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER HELEN E. HARTER 0688 Report debts incurred by the decedent prior to loth which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PA POWER & LIGHT ~ 98 2. PA AMERICAN WATER 83.70 3. STAPLES 53.14 4. RUMBERGERS GAS 56.30 5. CITICARD 39.25 6. DINGLEDEIN BANK 85 56 7. ALBERT PLAIM PHARMACY 50.54 8. YARD WORK 282.45 9. HESS GAS 36.50 10. SEWER BILL 230.00 11. SCHOOL TAXES 614.02 12. HARTFORD INSURANCE 138.04 TOTAL (Also enter on line 10, Recapitulation) ~ ; Ilf more space i3 needed, insert additional streets of the same size) REV-1513 EX + (9.00) SCHEDULE J COMMONWEi4LTH Of PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT -_-- ESTATE OF FILE NUMBER HELEN E. HFIRTER 0688 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Tntstee(s) OF ESTATE I TA)CABLE DISTRIBUTIONS [indude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)} 1. DOUGLAS HARTER lineal 60,450.82 9 ~N. MAIN STREET ENOLA, PA 17025 2. THIOMAS R. HARTER Lineal 60,450.81 513 W. BROAD STREET, APT 703 FALLS CHURCH, VA 22046 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. ;>POUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TIDTAL OF PART I1-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 3 (If more sp~e is needed, insert additional sheets of the same size)