HomeMy WebLinkAbout07-10-09~ 1505607120
--
REV-1500
PA Department of Revenue EX (0605) OFFICIAL USE ONLY
Bureau of Individual Taxes couriry cma veer Fqa Number
PO 80X.280601 INHERITANCE TAX RETURN
Harisburg, PA t7t28-060t RESIDENT DECEDENT 2 1 0 9 0 0 4 2 1
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Data of Birth
174 20 3561 04 14 2009 06 21 1926
Decedent's Last Name
LEACH Suffix
Decedent's First Name MF
DOROTHY
I
(H Applicable) Enter Surviving SPouae'a 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 INAPPROPRIATE OVALS BELOW
1. Original Retum ^ 2. Supplemental Relum
3. Remainder Retum (tlale of tleaM
^ ^
4. Limited Estate Prbr to f2-13-62)
qa Fulure Interest CmipgMae
^
(dNe a daslh ener 12.12x2)
5. Federal Estate Tax Retum Required
s. oecse.nt~ aTivdil to ^
fnnae, C 7. Decadent Lts4naYlea a uwp rruat ~~!
(Anach Copy m Trust) e. Total Number of Safe I
Deposit &tzes
^ 9. Litigation Proceeds Receive0 ^ 10. anaveal Pm~xh Creon~aste ar namb
bePxeen 12x1- 1 entl -t-as) ^ 11. Election to taz under Sec. 9113(r\)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFOR
Name
MICHAEL L . BANGS MATION SNOULD BE DIREC D TO:
Daytime Telephone Number
717 730 7310
Firm Name (H Applicable)
REGISTER O~IILLS USE ~Y
First Ilne of address `-~ ~ ` :.
429 SOIITH 18TH STREET gi~~,~ C
r-
~
i,
Second Ilne of address s <:
~ J=, vy ~ CJ _ , `-;
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L 7
C7Q
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OC Tr ]a S : c..l
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City or Post Office 'n = -'
D ILED _'
~
CAMP HILL State ZIP Code
~
P A 17 0 1 1 ~ `'~' rt
~"?
Correspondent's etrlail addreaa:
OF
Michael L. Bangs
429 South 18th
PA 17071
I_ Side 1
1505607120
1505607120 ~I
~V
2 Sussex Road, Camp Hill, PA 17011
.~
REV-1500 EX
oe~ae~ra Name Dorothy 1. Leach
RECAPITULATION
1. Real Estate (Schedule A) ................................................
2. Stocks and Bonds (Schedule B) ......................................
1505607220
3. Closely Held Corporation, Partnership or Sole-Propnetorahip (Schedule C)..........
4. Mortgages 8 Notes Receivable (Schedule D) .............................__.
1.
2.
3.
4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5
6. Jointry Owned property (Schedule F) ~ Separate Billing Requested ............. 6,
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested ............. 7.
8. Total Gross Assets (total Lines 1-7) ....................................................................... g_
15,614.0
15,614.01
11,815.24
1,811.68
13,626.92
1,987.09
Decedent's Social Security Number
174 20 3561
9. Funeral Expenses & Administrative Costs (Schedule H) ................................
s.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10.
11. Total Deductions (total Lines 9 8 10) ......................................................................
11.
12. Net Value of Estate (Line 8 minus Line 11) ...........................
13. Chadtable and Governmental Bequests/Sec 9113 Trusts for which 12
an election to tax has not been made (Schedule J) .................................................
13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14.
1,987_no
•---- -~~~~.. ~., ~ wn - ae~ wsTR
15. Amount of Line 14 taxable UCTIONS FOR APPLICABLE RATES
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .00 0 . 0 0 15
16. Amount of Line 14 taxable .
at lineal rate X .045 1, 9 8 7. 0 9 18
17. Amount of Line 14 taxable
at sibling rate X .12 0 . 0 0 17
18. Amount of Line 14 taxable ,
at collateral rate X .15 0 . 0 0 1g
19. Tax Due ....................
................. ................................................................................ 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
1505607220
Side 2
0.00
89.42
0.00
0.00
89.42
1505607220
REV-1500 EX Page 3
Decedent's Complete Address: File Number 21.09-00421
B. PnorPayments 84.95
C. Discount 4
3. InteresflPenalty H appliceble Total Credits (A + B + C)
D Interest
E. Penalty
Total lnteresVPenalty(D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Llrre 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(2) 89.
(3)
(4) ---
(5) -0. 0
(5A)
(5B) ~ 00
-,~..,w ,ro~~,3x..n"~isvk„ -' a.x"3 rT , .; ,K..
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the ro Yes No
P PertY transferred :.................... ~ C]
b. retain the right to designate who shall use the ro ~~~~~~~~~~~~~~~"'~~"~~"~~~"~~"~~~"~"
c. retain a reversionary interest; or ....................... P.,. ~~ transferred or its income,
d. receive the promise for life of either payments, benefits or care? ............................... ~ ~~
............................
2. If death occurred after December 12, 1982, dId decedent transfer ro
receiving adequate consideration? .....................................................P ~~ wdhin one year of death without f ~
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 RETU
3*A .
'~d AA (:a ~-rv~ . i _. ey ~" ~L. / ' .:.A i. x$11
For dates of death on or after July 1 1994 and before"January 1 1995,~tha tax rate'imposed~on the~net value of transfers fo or for the use of the
surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) p))
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)j. The statute does not exemol 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 Ji* 1, 2000:
The tax rate imposed on the net value of transfers from a deceased chikl twentyone years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the chikf 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)j,
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.
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments (1J 89 42
A. Spousal Poverty Credit
Rer-1109 tX~ (Far)
~oM.pNwsoirN of FENNSrwANw
INIERRANCE TAX gETURN
RE91pENTpECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Leach Dorothy I FILE NUMBER
k m a...t wn metla ptm wl0an one yo or nr OeceOam'~ ew « 21-09-00421
Caelh, k moat M mpoFteE on ~ehMi6~ 0.
SURVIVING JOINT TENANT(S) NAME ADDRESS
RELATIONSHIP TO
A. Mark A. Leach 2 Sussex Road
17011, PA Son
B.
C.
ITEM LETTER DATE DESCRIPTION OF PROPERTY
NUMBER FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND aANK ACCOUNT
TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
JOINTLY-MELD REAL ESTATE,
1 A 711/1969 PNC Bank-Account #5140037123
2 A 7/2811987 PNC Bank - Account #15000845225
3 A 7/1/1969 PNC Bank -check card credit deposked
to checking account
TOTAL (Also enter on Llne 6, Recapitulation)
'E OF DEATH
JE OF ASSE ~ OF
DECD'S DATE of oEw
VALUE OF
INTEREST DECEDENT'S INT
10,865.87 50.000% 5,432
20,343.05 50.000% 10,171
19.07 50.0008/ e
(1! more space is neede4 atldPoOnal papas of the same slu)
Copyright (c) 2002 form software onty The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev.
REV-1161 EIN 112-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITgNCE TA% RETURN
RESIDENT DECEDENT
ESTATE OF
Leach,
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
See continuation schedule(s) attached
B• ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of
Street Address
City State _
Year(s) Commission paid
2. I Anorney's Fees Michael L. Bangs
FILE NUMBER
21-09-00421
AMOUNT
Zip
3. Famiy Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Mark A. Leach
Street Address 2 Sussex Road
City Camp Hill State PA Zip 17011
Relationship of Claimant to Decedent SOn
4. ~ Probate Fees
1
5. ~ Accountant's Fees
6. I Tax Retum Preparer's Fees
7. Other Administrative Costs
See continuation schedule(s) attached 221
TOTAL (Also enter on Ilne 9, Recapitulation) 11 81r
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev.
.18
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF
LE NUMBER
21-09-00421
ITEM
NUMBER DESCRIPTION
AMOUNT~'~..
Funeral~SeS
1 Arooga's Grille House -funeral luncheon
11 I#.37
2 Parthemore Funeral Home
5,77.10
3 Servant's Heart Gifts
Other Administrative C sts
4 Cumberland Law Journal -estate advertising
5 The Sentinel -estate advertising
H-A subtotal 5,98 .18
H-B7 Subtotal
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev.
Rw-1a1t FX~ Is--sl
SCHED!/LE /
DEBTS OF DECEDENT
cO ,
MORTGAGE LIABILITIES, ~ LIENS
M.IONWFgLTN of PENN6nvgNw
WHERRPNCE TA[ gETtIRN
RE66lEM DECEOEM
ESTATE OF
Leach Dorothy I FILE NUMBER
21-08-00421
Rrclutla unrolmeumW maolul s+panses.
ITEM
NUMBER DESCRIPTION VALUE AT D,
1 BJ's Wholesale OF DEATI
88
2 Blair
70
3 PP~L
14
4 Stanley Steamer
211
5 T.D. Bank North
247
6 T-Mobile
7f
7 UGI
119
8 UGI
93
9 UGI
7
10 West Shore EMS
TOTAL (Also enter on Llne 10, Recapitulation) I 1 811
(tt more space Is needed, adOiaonal pages of Ma same size)
Copynght (c) 2002 form sonware only The Lackner Group Inc
Form PA-1500 Schedule I (Rev.
REKt61p E%. 10.pp)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
1
II.
SCHEDULE J "~`'
BENEFICIARIES
Dorothy 1.
-----~._
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
Mark A. Leach
2 Sussex Road
Camp Hill, PA 17011
FILE NUMBER
21-09-00421
ATIONSHIP TO SHARE OF ESTATE AMOUNT OF
DECEDENT (Words)
Not IJH Trw • ($$$)
Son #~ Entire
:1:.
t
Y
Total
dollar amounts for distributions shown above on Iines 15 throw h 18, as a ro rule, on Rev 150
TAXABLE DISTRIBUTIONS:
'OUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
3 MADE
CHARITABLE AND GOVERNtiIEIJTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE
Copyright (c) 2002 form software onty The Lackner Group, Ine.
Fonn PA-7 S00 Schedule J (Rev.
May. 13. 'LUU9 2:29PM PNG ~?,P!K ail-lU7-[l4l
PNC
tEA011Y0 TNG WAY
May 13, 2009
Michacl L Bangs
Attorney at Law
429 South I S"' St
Camp Hill, PA 17011
RE: Dorothy I Leach
SSN: 174-20-3561
DOD: 04/14/2009
Dear Mr. Bangs;
In response to Your request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Checking Account
Account# 5140037123 Established 07-O1-1969
DOROTHl`ILEACH
DOD balance: $ 10,865.87 + 0.62 accrued interestA LEACH
Savings Account
Account # 5000845225 Established: 07-28-1997
DOROTHI'ILEACH
DOD balance: $ 20,343.0$ + 1.12 accrved~inte tLEACH
Please note that this office provides date of death balances far deposit accounts (IRAs, CDs, Checking and
Savings). vNe da not pcacen aoy 6aandal tranaocffoas or provide statements. If you need assistance with
aqy ofthese items, please call 1-888=PNC-BANK (1-888-762-2265) or stop by your local PNC Bank breach
o81ce.
Sincerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
Page 1 of 1
,. ~._~.,
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~oxod~ ~ ~
I, DOROTHY I. LEACH, of Lower Allen Township, Cumberland County,
r Pennsylvania, declare this to be my last will and revoke any will previously made by me.
4
~ ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker
and all expenses of my last illness, and any and all taxes and assessments imposed by any
govenunental body as a result of my death, whether on property passing under this will or
otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a
part of the expense of the administration of my estate.
ITEM II. I give and bequeath all of my household goods, automobiles, jewelry, and all
r„ other articles of household and personal use, equipment and ornament, together with all
"~ insurance thereon and re]ating thereto, to my son MARK A. LEACH provided he survives my
death by thirty (30) days.
ITEM III. l give, devise, and bequeath all the rest, residue, and remainder of my
m possessions and estate of every nature and wherever situate to my son MARK A. LEACH
~"" provided he survives my death by thirty (30) days.
ITEM IV. All of the interests of the beneficiaries hereunder shall not be subject to
anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or
attachment.
ITEM V. I appoint my son MARK A. LEACH executor of this my last will.
ITEM VI. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law and by the other teens and proWisions of this will, I hereby
give to my personal representatives the following powers and authorities effective without court
approval and until actual distribution of all property; to compromise any claim or controversy;
to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as
my personal representatives may determine and at valuations finally to be fixed by them; to
invest in all forms of property, including Fmy stock or other securities in any corporate fiduciary
or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my
personal representatives deem proper, without regazd to any principle of risk or diversification;
to retain any or all assets of my estate, real or personal, without regazd to any principle of risk or
diversification; to sell at public or private sale, to exchange, or to lease for any period of time,
any real or personal property and to give options for sales, exchanges, or leases, for such prices
and upon such terms or conditions as my personal representatives deem proper; and to allocate
receipts and expenses to principal or income or partly to each as my personal representatives
deem proper in their sole discretion.
ITEM VII. I direct that my personal representatives and fiduciazies shall not be required
to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this ~g
~" day of
- ~ _, 2007.
~ ~~, ~ ~~~
llOKOTHY I. LEACiIO
The preceding instrument, consisting of this and TWO other' typewritten pages, each
identified by the signature of the testatrix was on the date thereof si ned, published, and declared
by DOROTHY I. LEACH, the testatrix therein named, as and for h-~r last will, in the presence of
us, who at her request, in her presence, and in the presence of each :ether, have subscribed our
names as witnesses hereto.
3
COMMON WEALTH OF PENNSYLVANIA ~
COUNTY OF CUMBERLAND (SS:
The undersigned, being the testatrix whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, does hereby acknowledge that I signed and
executed the foregoing instrument as my last will, that I signed it willingly; and that 1 signed it as my free
and voluntary act for the purpgses therein expressed,
~ ~ ~ ~
DOROTHY L LEAC
Sworn or affirmed to and acknowledged
before met,by the totr~n rmd above
th`s `^~'rtd of
~ V..3 ~ ~ n , 2007.
S.
COMMONWEALTH OF PENNSYL~~ V~ ~
COUNTY OF CUMBERLAND (SS:
WE, /"~~~+~~.~ L.~~~ and ~p~I+4S 1 CiRS~~~
winsesses whose names are srgned to the attached or fore om rostrum ,the
to law, do depose and say that .we were present and saw the testatrix sign and executle theilnstrument as'ng
her last will; that she signed it willingly and that she executed it as her free and voluntary act for the
Purposes therein expressed; thin each of us in the hearing and sight of the testatrix signed the will as
witnesses; and that to the best of our knowledge, the testatrix was at that "irne 18 or more years of age, of
sound mind, and under no consVaint or undue influence.
Sworn or affirmed
oe'fors ma thlsn
of
~~
--1-
2007.
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$~kN6S I.~EI~ OFgIC~
429 SOUTH 18TH STREET
CAMP HII-I„ PA 17011
E-ma0:
PHONE: 717-73p-73(0
FAX: 717-73Q-7374
M1C;HAEL L. BANGS, Attorney-at-Law
WENDY K. STRAUB, Paralegal
July 9, 2009
Glenda Famer Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Cazlisle, PA 1'7013
RE: Estate of Dorothy I. Leach
File No. 21-09-00421
Deaz Mrs. Strasbaugh:
Enclosed you will find the following:
WILLIAM E. MII.LEI{~, JR.
_N
'x'~ ` z,
v:
SJ
~~.s
o r.' t
~,r
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Cli '
1. The original and one copy of the Pennsylvania inheritance tax return;
2. The original inventory;
3. A check in the amount of $84.95 to pay the tax shown to be due; and
4. A check in the amount of $30.00 to pay the filing fee.
Kindly file the return accordingly and return a filing receipt to me in the enclosed, stamped, pre-
addressed envelope.
(Very tr~ulyyoupurs,
Y~/~. - ~
Michael L. Bangs
wks
Enclosures
cc: Mr. Mazk Leach