HomeMy WebLinkAbout06-12-091505607120
REV-1500 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
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 0 9 018 5
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
02 17 2009 10 10 1920
Decedent's Last Name Suffix Decedent's First Name MI
EiILE RICHARD g
(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
(date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required
g Decedent Died Testate
(Attach Copy of Will) ~ ~ Decedent Maintained a Living Trust
(Attach Copy of Trust) 8. Total Number of Safe De osit Boxes
p
9. Litigation Proceeds Received ~ 1 p_ Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113 A
between 12-31-91 and 1-1-95) ~ (Attach SCh. 0) ( )
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
FOREST N MYERS 717 532 9046
Firm Name (If Applicable)
LAW OFFICE FOREST N MYERS REGISTER OF WILLS USE ONLY
r.a
First line of address n c-~
C ~ .°ca
137 PARK PLACE WEST ~ c- ~-~'=`~
~ C ._~ c~J7
Second line of address ==~t~- ~ `~ t:-i j
L~,,,,,, {'7'T ~ _r ..~ ,t
.~CJa~ ~ ~:f' i~~j
City or Post Office DA ~"' ^~ ~=
State ZIP Code
,„.,_.
SHIPPENSBURG PA 17257-9212 ~ ~ ~~~
Correspondent'se-mail address: fnmyers@lawofficeforestmyers.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,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGI TURE OF PERSON RESPONSIB FOR FILING RETURN DATE
~ ~ Janet L SCOTT ~ ~
ADDR
12325 Buchanan Trail W, Mercersburg, PA 17236
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
_ Forest N Myers
ADDRESS
137 Park Place West, Shippensburg, PA 17257-9212
Side 1
1505607120
1505607120 J
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF
HILE:, Richard H
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, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information
of Hrhich preparer has any knowledge.
FILE NUMBER
21-09-0185
Signature #2 X
Name
Address1
Address2
City, State, Zip
10005
Date
Rp
Shippensburg, PA 17257
~'
1505607220
REV-1500 EX
Decedent's Social Security Number
oecedenes Name: R I C it a rd H H i i_ E
RECAPITULATION -_.
1 . Real Estate (Schedule A) ...................................................................................... .... 1.
2 . Stocks and Bonds (Schedule B) ........................................................................... .... 2.
3 . Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C)...... .... 3.
4. Mortgages ii< Notes Receivable (Schedule D) ...................................................... .... 4.
5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............. ... 5. 2 3 , 3 8 3 3 4
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested .......... ... 6. 6 4 , 2 2.5
7 2
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property .
(Schedule G) ~ Separate Billing Requested .......... ... 7.
8. Total Gross Assets (total Lines 1-7) ...................................... _
...............................
.. g. 8 7, 6 0 9. 0 6
9.
Funeral Expenses & Administrative Costs (Schedule H) .....................
..................
.. s. ------ -
2 , 4 4 6 . 5 0
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................. ... 10. 3 9 4 5 3
11. Total Deductions (total Lines 9& 10) .................................................................... ..
11. 2, 8 4 1 0 3
12. Net Value of Estate (Line 8 minus Line 11) ........................................................ .. 12. 8 4
7 6 $ 0 3
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. 8 4 , 7 6 8 0 3
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 .o0 0. 0 0 15. 0
0 0
16. Amount of Line 14 taxable .
at lineal rate x .045 8 4, 7 6 8. 0 3 16. 3
814
5 6
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
1'9. Tax Due ..................................................................................................................... 19.
3,814.56
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^
Side 2
1505607220
1505607220 J
REV-1:100 EX Page 3
Decedent's Complete Address:
cITY
Shippensburg
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Inter•est/Penalty if applicable
D. Interest
E. Penalty
Richard H HILE
299 Roxbury Road
3,000.00
157.89
File Number 21-09-0185
STATE ZIP
PA 17257
Total Credits (A + B + C)
4.
5
Total Interest/Penalty (D + E)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check boz on Page 2 Line 20 to request a refund
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.
(1> 3,814.56
(2) 3,157.89
(3)
(4)
(5)
(5A)
(56)
656.67
656.67
Make Check Payable to: REGISTER OF W/LLS, AGENT
1. Did decedent make a transfer and
a. retain the use or income of the property transferred :.............................. Yes No
.. .................................................. I x
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? ......................... i ~x
.........................
2. If death occurred after December 12, 1982, did decedent transfer roe ~ u
receiving adequate consideration? ....................... p p rtY within one year of death without
....................................
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.
For dates of death on or after July 1, 1554 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving s~oouse 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 rates 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.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
LAST WILL AND TESTAMENT
OF
RICHARD H. HILE
I, RICHARD H. HILE, of the Borough of Shippensburg,
Cumberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding do hereby make, publish and
declare this as and for my Last Will and Testament, hereby
__ - _ _ _ _ _
revoking all other Wi 11 s and. Codici 1 s thereto, heretofore, made
by me.
--
__ _ _ - __
FIRST
I direct the payment of my debts and the expenses of my last
illness and funeral from my estate as soon after my death as
c:onveniently may be done. In the event I am not the owner of a
cemetery lot at the time of my death, I direct my Executrix to
purchase such lot with a contract for perpetual care and to
improve the lot and have erected thereon a suitable monument and
marker, using therefor funds from my estate in such amount as she
i:n her sole discretion shall deem advisable.
SECOND
i~~
`~
r
.1
~J
,;;
I give, devise and bequeath all my property, whether real or
personal, tangible or intangible, together with all insurance
policies thereon, unto my wife, VADA V. HILE, provided she shall
survive me by thirty (30) days. In the event my wife fai 1 s to
survive me by thirty (30) days, I then give, devise and bequeath
all my estate whether real or personal property, tangible or
intangible, together with all insurance policies thereon
1
unto my children, JANET L. SCOTT and BETTY J. GEPHART, provided
they shall survive me by thirty (30) days, in as nearly equal
shares as possible, er stirpes.
THIRD
I give, devise and bequeath all the rest, residue and
remainder of my estate unto my wife, VADA V. HILE, provided she
shall survive me by thirty (30) days. In the event my wife fails
_. _ __
to survive me by thirty (30) days, I then
give, devise and
;bequeath all the rest residue and remainder of my estate, in as
___
nearly equal shares as
possible unto such of my children as
shall survive me by thirty (30) days, er stirpes.
-----~-_
FOURTH
I hereby direct that all inheritance, estate or transfer
taxes imposed upon my estate, whether passing under this my Last
Will and Testament or otherwise, be paid out of my estate.
FIFTH
Any and all sum or sums, whether in cash or in kind and
whether for principal or income, payable to the beneficiaries, or
any of them, shall be made upon the sole receipt of the
respective individual to whom the payment is made and free from
anticipation, alienation, assignment, attachment or pledge and
free from control by the creditors of such beneficiary. All
shares of principal and income herein given shall be free from
..~ ani~icipation, assignment, pledge or obligation of any beneficiary
-'~`-. and shall not be subject to any execution or attachment.
c SIXTH
I nominate, constitute and appoint my wife, VADA V. HILE,
s,~
~,~~ Executrix of this my Last Will and Testament. In the event of
2
the death, resignation, renunciation or inability to act for any
reason whatsoever of my said wife, I nominate, constitute and
appoint my daughters, JANET L. SCOTT and BETTY J. GEPHART, or the
survivor, Executrices of this my Last Will and Testament. I
hereby relieve my Executrix from the necessity of posting
security in connection with her duties as such in any
jurisdiction in which.. she may be_called upon_to act,_insofar as I
am able by law to do so.
- ~ l~ (~LT1~E~~-WH-E32EE}F, ~-h-a-~r eYre~ e trn-t-ose ~
any-~ta~d_~nd- se-a~ to-- _ __
this my Last Will and Testament, consisting of three (3)
typewritten pages, the first two (2) of which bear my signature
:in the margin for the purpose of identification this
~ day of
__ ..~~_ , 19 8 6 .
Richard H. Hile
Testator
SIGNED, SEALED, PIIBLISHED AND DECLARED by the above named
Testator, RICHARD H. RILE, as and for his Last Wi 11 and
Testament, in the presence of us who at his request and in his
sight and presence and in the sight and presence of each other
have hereunto subscribed our names as witnesses:
L', /~ ~ ~f~ Lr r C~ l'iZ Z.,~F'
3
COMMONWEALTH OF PENNSYLVANIA .
SS
COUNTY OF FRANKLIN
I, RICHARD H. HILE, the Testator whose name is signed to the
foregoing instrument, having been duly qualified according to
law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and Testament; that I signed it
willingly; and that I signed it as my free and voluntary act for
1the purposes therein expressed. - --
Richard H. Hile
Testator
~~worn or affirmed to and
acknowledged before me by
Richard H. Hile, Testator,
the ~,~ day of ~zh rctc_rt
1986.
N~)t"Glry Yub.LIC; .~~~r'iyC~s~~ip v1i f~'~J~~ ~V ~9f 3i1}' ~~iF~ '
COMMONWEALTH O~~m~~: 'A~ `~ °', F ~~ 7
1`Sj~;'i~A~
1V1Ei Ai1f$
SS
CC-UNTY OF FRANKLIN
We, ~ ~"E~~S/-- /~}, l~le .r"s and -_ ~}~/Ctr•Lj ~a ~/c~r~~.
witnesses whose names are signed to the foregoing instrument,
being duly qualified according to law, do depose and say that we
were present and saw RICHARD H. RILE, Testator, execute the
instrument as his Last Will and Testament, that he signed it
willingly and that he executed as his free act and voluntary act
for the purposes therein expressed; that each of us in the
4
r
hearing and sight of the Testator signed the Will as witnesses;
and that to the best of our knowledge the Testator was at the
time eighteen or more years of age and under no constraint or
undue influence.
me by rc~ es ~ !V. ~~~-~r~
and _l~ ~lz'r-~f ~ C'~a r-~
witnesses,
this ~rz~ da of ~"
y F ~ f'Ltci-''"~~r ,
1986. ~'
~~ "~
Notary Public
My CommiFss~ ion Exnp{firfex^st :1
~[t~fuL PS. LoY ~-~ei:3 Ci 6l L+li~~7 Y°V 'L.~'L~Qe
so~r~F~r~~~~ra ~~a~. P~€~ra~i€~s ~~~r~r~
~v c~~~ds~~~~~ ~n•~s~~~ .~~~. ~, z~R~
Pw9s~nb~r, pG?rsy~va~~aa ~s~G~ia~r~r~ of t~a4arr~,
5
Rev-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
c~tHrC Vr
HILE, Richard H
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointlyowned with the right of survivorship must be disclosed on schedule F.
ITEnn
NUMBER DESCRIPTION VALUE AT DATE
1
Members 1st Share Savings OF DEATH
5.00
2 Orrstown Bank Checking
22,525.62
Accrued interest on Item 2 through date of death
1.42
3 Certificates of Deposit -Interest earned on various CD's
228.90
4 Deposit -tax refunds
613.00
5 Embarq -Deposit for refund
9.40
TOTAL (Also enter on Line 5, Recapitulation) I 23 383 34
(If more space Is needed, addltlonal pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
FILE NUMBER
21-09-0185
Rev-150SI EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
HILE, Richard H
LE NUMBER
21-09-0185
A. Janet L SCOTT
B. Betty J GEPHART
C
10005 Newburg Rd
Shippensburg, PA 17257
Daughter
JOINTLY OWNED PROPERTY:
ITEM LETTER DATE DESCRIPTION OF PROPERTY
NUMBER FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH % OF DATE OF DEATH
TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET DECD'S '
O
JOINTLY-HELD REAL ESTATE.
INTEREST DECEDENT
S IN
TEREST
1 A ~ B 11/7/20
08 FPM Trust -Certificate of Deposit; ; 59
972
22
jointly held with Betty Gephart and Janet ,
. 33.333% 19,990.74
Scott; made joint 11/07/2007
2 A 8: B 5/12/2008 F&M Trust -interest to date of death on
CD 33.81 33.333% 11.27
3 A 8t B 4/8/2008 Members 1st *63-41 -Certificate of 38,000.00 33.333% 12,666.67
Deposit; jointly held with Betty Gephart
and Janet Scott; opened 04/05/08 from
funds moved from matured F&M Trust
CD that was originally made joint
04/07/2007
4 I A & B 14/8/2008 I de h on CDt *63-41 -interest to date of I 53.30 I 33
17.77
5 A & B 8/6/2007 Members 1st *63-42 -Certificate of 15,000.00 33.333% 5,000.00
Deposit; jointly held with Betty Gephart
and Janet Scott; opened 03/07/08 from
funds moved from matured Orrstown
Bank CD that was originally made joint
08/06/07
Total of Continuation Schedule
TOTAL (Also enter on Line 6, Recapitulation)
attached page
Rd 995 77
•• a•• ~~~~ was maae lomt wrthin 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
12325 Buchanan Tr W Daughter
Mercersburg, PA 17236
(It 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)
Rev-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
continued
ESTATE OF
HILE, Richard H
LE NUMBER
21-09-0185
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
DESCRIPTION OF
ITEIM LETTER DATE PROPERTY
NUME3ER FOR JOINT
TENANT MADE
JOINT INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR DATE OF DEATH % OF
DECD'S DATE OF DEATH
VALUE O
JOINTLY-HELD REAL ESTATE. VALUE OF ASSET
INTEREST F
DECEDENT'S INTEREST
6 A ~
B 2/5/2009 Members 1st *63-42 -Accrued interest to 16
03 33
333%
date of death . . 5.34
7 A 8~ B 10/25/2004 Orrstown Bank *4722 -Certificate of 59,371.79 33.333% 19
790
60
Deposit; jointly held with Betty Gephart ,
.
and Janet Scott; made joint 10/25/04
A 8 B 4/1/2008 Accrued interest on Item 7 through date 80
52 33
333%
of death . . 26.84
8 A & B 11/8/2004 Orrstown Bank *4949 -Certificate of 20,132.79 33.333% 6
710
93
Deposit; jointly held with Betty Gephart ,
.
and Janet Scott; made joint 11/08/04
A 8~ B 11/8/2004 Accrued interest on Item 8 through date 16
69 33
333%
of death . . 5.56
TOTAL (Also enter on Line 6, Recapitulation)
64,225.72
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
REV-1151 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES ~
ADMINISTRATIVE COSTS
HILE, Richard H
FILE NUMBER
21-os_n~Qs
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
Fogelsonger-Bricker -balance of funeral expenses
AMOUNT
170.00
B• ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees Law Office Forest N Myers
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1,917.50
359.00
TOTAL (Also enter on line 9, Recapitulation) 2,446 50
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF
HILE, Richard H ( FILE NUMBER
21-09-0185
ITEIM
NUME3ER DESCRIPTION
AMOUNT
Attorney Fees
1 Law Office Forest N. Myers -fees as counsel for personal representatives for
services including preparing and filing all necessary documents; office and phone 1.917.50
consultations with personal representatives and other work in connection with the
administration of the estate
H-62 Subtotal 1,917.50
Other Administrative Costs
2 Cumberland County Register of Wills -fee for Petition of Letters Testamentary
135.00
3 Cumberland County Register of Wills -fee for filing Will
15.00
4 Cumberland County Register of Wills -fee for Automation & JCP
15.00
5 Cumberland County Register of Wills -fee for Short Certificates
24.00
6 Cumberland County Register of Wills -additional probate fee for Petition of Lett
ers
Testamentary
125.00
7 Cumberland County Register of Wills -filing fee for filing Inheritance Tax Return
15.00
8 Tammy Gephart -tax preparation
30.00
H-B7 Subtotal 359.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-151:! EX+ (6-98)
SCHEDULE 1
DEBTS OF DECEDENT
,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HILE, Richard H FILE NUMBER
21-09-0185
Include unreimbursed medical expenses.
ITEIM
NUME3ER DESCRIPTION VALUE AT DATE
1
Embarq -payment for telephone service OF DEATH
56.75
2 Penelec -payment for electric service
91.24
3 Penelec -payment for electric service
29.52
4 Penelec -payment for electric service
2.22
5 Real Estate taxes -Two months prorated
74.19
6 Shippensburg Borough Authority -payment for water/sewer/garbage service
130.61
7 Shippensburg Healthcare Center -payment for cable service
10.00
TOTAL (Also enter on Line 10, Recapitulation) I 394 53
(If more space Is needed, addltlonal pages of the same size)
Copyright (c:) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV•1513 EX+ (g_00)
S
CHEDULE J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN BENEFICIARIES
RESIDE
NT DECEDENT
ESTATE OF
HILE, Richard H FILE NUMBER
21-09-0185
NUMBER NAME AND ADDRESS OF RELATIONSHIP TO
PERSON(S) RECEIVING PROPERTY DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
I~ TAXABLE DISTRIBUTIONS [include outright spousal DO Not List Trustee(s)
distributions, and transfers (Words)
($$$)
under Sec. 9116(a)(1.2)]
Betty J GEPHART Daughter
10005 Newburg Rd One-half (1/2) 42 384.02
'
Shippensburg, PA 17257 net
distributable
Janet L SCOTT
Daughter
12325 Buchanan Trail W estate
One-half (1/2) 42,384.02
Mercersburg, PA 17236 net
distributable
estate
~ I Total 84,768.04
_ 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
Copyright ( ) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)