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Home My WebLink About07-02-09 15056051058 REV- ^ 5OO EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Coun Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN ty PO BOX 280601 ~ ~ Obi ~ ~~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~j b __ . ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 07/22/2008 04/12/1929 Decedent's Last Name Suffix Decedent's First Name MI __ __._. Lauer Margaret q _, (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number _...._.. _ _ FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~:,,:;~~ 4. Limited Estate 6. Decedent Died Testate (Attach Copy of Will) ~ 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ... 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) ;.~. 7. Decedent Maintained a Living Trust (Attach Copy of Trust) ,.x ,,.. 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes <.,~„ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Kevin R Lauer (717) 215-4819 __ __ Firm Name (If Applicable) REGISTER OF LS USf ONL~ _. :. First line of address ~ ~ ~ ~- 4~~ r~? (; r~ ~ t 215 Tapeworm Rd. ~ ~ ... ~ ~~~; x~ ~ r~~ z __ _ __.. _.. _ _ -~ ~ ~i Second line of address _ C` _ _....._. __..... _ _ ~ "CT . '" f"~~ __ ~ ~r~ -t ~.l __ __ ~.= CI or Post Office _ _ _ oA p N . >:~. ,. tY State ZIP Code _ _ ___ _. ..... r -,- r rt __ _ . -New Bloomfield Pa 17068 ~ ~ .. Correspondent's a-mail address: unaer penarcies of per)ury, 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. DeG tion of preparer other than the personal representative is based on all information of which preparer has any knowledge. SI N OF PERSQ/N RESP IBLE FOR FILING RETURN DATE ADDRESS ~`//~~ ~ - ~-r~ ~ ~ S ~. SIGNATURE OF PREPARER . ADDRESS THAN REPRESENTATIVE ~~ ~_ P~ PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: Margaret A Lauer ' RECAPITULATION ~..~..~..~....~..~...~...-_.w..k,,.~~...~._.~..~.......~...~..._..__µ__....M... ~..__.M....... .._.....~.~.~.~. 1. Real estate (Schedule A) . ....................................... . .... 1. 0.00 2. Stocks and Bonds (Schedule B) ........... . .. . ..... . ...... . .. . . . ...... 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 4. Mortgages & Notes Receivable (Schedule D) ............. . ............... 4. 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 7,222.00 6. Jointly Owned Property (Schedule F) ~;:~:.~ Separate Billing Requested ....... 6. ' 0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property ........ . . ...... ....._~ . ..~....,m (Schedule G) ~: Separate Billing Requested........ 7. 0.00 8. Total Gross Assets (total Lines 1-7) ......... . .......................... 8. 7,222.00 9. Funeral Expenses 8~ Administrative Costs (Schedule H) ..................... 9. 8,479.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 572.00 11. Total Deductions (total Lines 9 & 10) ................................... 11. 9,051.00 12. Net Value of Estate (Line 8 minus Line 11) ......... . ................... . 12. 0.00 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. 0.00 !: TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ~ ~ ~ .-... ~ ~ ...,-~~~ 15. Amount of Line 14 taxable at the spousal tax rate, or trans ers under Sec. 9116 ................ {a){1.2> x .0 45 0.00 15. 0.00 16. Amount of Line 14 taxable ... ....: ..,...~w.~. ,m.........ww...~._. ; at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 1 g, 19. TAX DUE ......................................................... 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: File_N..~mbRr DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Margaret A Lauer _ 190-22-1619 ____ STREET ADDRESS -----~---- 66 Ashburg Dr. Apt309 ----- - - CITY --------T----- -- STATE ZIP Mechanicsburg pa 17050 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits (A + B + C) (2) - Total Interest/Penalty (D + E ) 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, 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (56) 0.00 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 :.......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 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, ... ~z -~ :, ~ , . . ~, .s ..: v....,, rJ ~ .~ u.. o .. U'.~'s.4 '(~i,n~', 5 ,Irv;..,:: s .. :J .a~r~i ..'23i 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)J. 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)J. 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)J. 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-iSG2 EX+ !1'.•._r)8j ~ pennsylvania SCHEDULE A DEPARTMEN~r OF' REV[NUE' INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret A Lauer Ali real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Ir more space is needed, insert additional sheets of the same size. REV-1503 EX+ (6-98) SCNEDVLE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT __- ESTATE OF FILE NUMBER Margaret A. Lauer All property jointly-owned with right of survivorship must be disclosed on Schedule F, REV 1504 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER Margaret A Lauer Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-oroorietorshios. tir more space is neeoea, insert additional sheets of the same size) REV 1507 EX+ (6-98) SCHEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret A Lauer All property jofntiy-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEpVLE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Magaret A Lauer Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with rlaht of survivorship must hQ riisc~ncurl ~I, Crheelnln ~ ~~~ nivlc .7Flpw IJ fICCUCU~ Inner[ aaamonai sneers of the same size) REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDt1LE N FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Margaret A Lauer Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT a. FUNERAL_EXPENSES: 1' Ewing Brothers Funeral Home 8,245.00 2 Funeral Clothing, costs 44.00 3 _ , _ __ B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) - Social Security Number(s)/EIN Number of Personal Representative(s) Street Address Ciry .State Zip Year(s) Commission Paid: 2. Attorney Fees 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 85.00 5. Accountant's Fees 50.00 '` 6. Tax Return Preparer's Fees 55.00 7. .._ TOTAL (Also enter on line 9, Recapitulation) $ 8,479.00 (If more space is needed, insert additional sheets of the same size) RSV-1512 EX+ ;'12-Q6j ~ pennsylvania SCHEDULE I oepARTMENT or~ r;~vENU~~ DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret A Luaer Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical excenses. it more space is needed, insert additional sheets of the same size, o~ Aeco~rt~ NO . ~ccovt~r TitP 2670024484 CLASSIC CHECKING ~T~kTFt~&NT ~BRIOI~ : PAGE :~ JUL. 17-AUG. 15,2008 1 OF 1 00 0 04335M NM 017 MARGARET A LAUER 215 TAPEWORM RD NEW BLOOMFIELD PA 17068 71997 r nrnTn.Tm [+rTf-~Rr nv NORTH MIDDLETON . ~~GZI~NZ: G >BAL~IN~fi . ,. • ~'4S.~TS & :: :<. f.7tH R:'A13nITI~3bIS. :.: ... . ` . C~tg~ICS.: i~AID . ~ #~'~i R . ,.~: .SUB'1!RAC",t!SQ1~t5' ~#R ~ '' Ib1T~~fiST : i~b .. ~TAZl4~ ... ` •SA~:AI~GE NO. AMOUNT NO. AMOUNT NO. AMOUNT 7,292.32 0 0.00 5 541.72 1 6,750.60 0.00 0.00 T lT l'1 /'1T TATIT T /TT TT1TrnTT PASTING .DA7•E. . ..... ,.... ... .... .:. .. :.. TFt1~15AG"I!~ON•..DSS~G"R2~'S"I ON . , . • :. AE£4~SITSy;IN'.£. RRST &• • O',CIEB'I2 .~ADI'3I:~!SONS '' C~tS~KS .&: OTi~ER <~ ...:Sc~U&~!RAG",L S.OI~Fx~:. ,, ,.. l7AILY` • .~ •:6AFrA1~G"$ .. . 07-17-08 BEGINNING BALANCE $7,292.32 07-22-08 CHECK NUMBER 1437 70.00 7,222.32 07-25-08 CHECK NUMBER 1438 52.89 7,169.43 07-28-08 CHECK NUMBER 1443 43.83 7,125.60 07-29-08 CHECK NUMBER 1442 349.00 07-29-08 CHECK NUMBER 1440 26.00 6,750.60 OS-15-08 CLOSEOUT 6,750.60 0.00 ENDING BALANCE 0.00 .•. :.~N~ . P!RI1~ . ST3I~1l~kK~': .. 1437 07-22-OS 70.00 1438 07-25-08 52.89 1440* 07-29-08 26.00 1442* 07-29-OS 349.00 1443 07-28-08 43.83 NAME OF DECEDENT ~ /"'r + Z ~ r ' `~ ~--- ( '~^"~ y ~ ~ ALIAS USED • • ' i ~ I • • ~ ~ ~ • • >1 ~ ~ ~f3' yy?? ~L' ~ ~~ ~~~ ~; 3 r~ m ~ ~~ ~ N ~~~ ~ ~~ ~ ^ m Q ~ ~ ~ ~ ~ ~ rn ~ ~ ~ ~ i, `~ ~' Q ~ ~ t~ ~ ~ ~ ~ ~ ~ tJ~ ~ ~ (~~ ~ ~ ~ ~ ~ ~ C I a (p ~ N Jrt. ~ I~j ~ ~ ~ ~ ~ ~ ~ ~[/j7~7~~) ~ 4/ • r ~1 ~.. " V~ .-. VJ~~ N . r • / / ~ ~ p + ~ Nm ~ Y" 4i , rX7 ~ N ff ~ ~ { fA m .R ~ ~ ~ ~ O w s ~ s z .~. Q ~ .,< ~ }~ ~ yC 41 '~i RI ~ ~ ~, f} ~ 11" ~" ~ ~ ~ ~ ~ ~ ~ (QQj!., ~ !~ O ~ ~ ~ T ~ y~i ~ I N D ~ N ~' ~Z ~ ~ I u f ~ F 'T1 ~ }F ~ Lr, ~ r' ~ y .~ } \ ~ ~ ro ~. C C W U 7 ~-' ~j .! j t~ ~O .xZ ro p 'S h a. ~ ~ ','~A~ ~S ^ di ~` m (C Q' 4' ~ Q Q ~ c ~ O' j Y ~~t~, 1 ~ L-1 7 C 7• d Z ~ ~ a _ ~ .. i ~ ~S' ~ N f0 ~F ^ ~ ~ TI ~ Q t7 LT Oi ' ~ ~ p ~ ~D (~; /}^ ~ (hay ~ hy~ `-.~.{ ~ ~ ~ V 1 ~ ~ /y~/~/~ \ V 7~ J C ' :~ ~ 1~ (N~ ~ '-,'`'•.F. 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