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Home My WebLink About10-15-09 (2)r a 15056051058 REV-1500 EX 06 05 PA Department of Revenue ( - ) OFFICIAL USE ONLY Bureau of Individual Taxes Po Box 2aosol County Code Year File Number INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 ~ / ~~ VU~ RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 165-03-4315 01 /20/2009 08/13/1910 Decedent's Last Name Suffix Decedent's First Name MI BAUERLE MARGARET E (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 INAPPROPRIATE OVALS BELOW • 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received 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 CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number J MARC BAUERLE (717j 433-5303 Firm Name (If Applicable) ,i.',~~ ' i si _.. First line of address P O BOX 711 RECORDED OFFICE OF Second line of address REGISTER OF WILLS 2009 OCTOBER 15 CLERK OF City or Post Office State ZIP Code ORPFLANS' COURT MECHANICSBURG PA 17055 CUMBERLAND CO., Pr~,~ Correspondent's a-mail address 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. SIGNATURE OF ERSON RESPONSI E FOR FILI RETURN ATE -h,~ , ~/i~oy ADDRESS P O BOX 1 MECHANICSBURG PA 17055 SIGNATURE OF PREPARER OTHER TH PRESENTATIVE DATE / ~~~( 0~ ADDRES~ 430 N ENOLA DRIVE NOLA PA 17025 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 15056052059 REV-1500 EX Decedents Social Security Number Decedents Name: MARGARET E BAUERLE 165-03-4315 RECAPITULATION 1. Real estate (Schedule A) . ......................................... ... 1. 2. Stocks and Bonds (Schedule B) .................................... ... 2. 57,281.53 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages 8 Notes Receivable (Schedule D) .......................... ... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... ... 5. 6. Jointly Owned Property (Schedule F) Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1-7) ................................. ... 8. 57,281.53 9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. 3,809.30 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. ... 10. 24,863.10 11. Total Deductions (total Lines 9 & 10) ................................ ... 11. 28,672.40 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 28,609.13 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. 28,609.13 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_ 15. 16. Amount of Line 14 taxable at lineal rate x .0 45 1,287.41 16. 1,287.41 17. Amount of Line 14 taxable at sibling rate X .12 17 18. Amount of Line 14 taxable at collateral rate X .15 18 19. TAX DUE ....................................................... .. 19. 1,287.41 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056Q52059 REV-1500 EX Page 3 Decedent's Complete Address: File Number MARGARET __ STREET ADDRESS P O BOX 711 E BAUERLE DECEDENTS SOCIAL SECURITY NUMBER 165-03-4315 CITY MECHANICSBURG STATE j ZIP PA ! 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 1,287.41 2. Credits(Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty Total InteresUPenalty (D + E) (3) 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. (q) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,287.41 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,287.41 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 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? ........ ...... ^ ^x 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, 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 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 fpr 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. - _ _ _,, r - - - - REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER MARGARET E BAUERLE 2009-00325 All property jointlyowned with right of survivorship must 6e disclosed on Srhaduln F in m~~e space is neeaea, msert aafJmonal sheets of the same size) REV-1517 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER MARGARET E BAUERLE 2009-00325 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ MYERS FUNERAL HOME 2,755.00 e. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City .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 Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees ~. Zip TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) 575.30 79.00 400.00 3,809.30 i<EV-I.SI.J EX+ ;22-08) ~i ' Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER MARGARET E BAUERLE ~nn~_nn~~~ report aeon mcurretl by the decedent prior to death that remained unpaid at the date ~f dam+ti ~~..i~~a;..~ .....e:_....__~ __~:__~ _________ •~ ~~~~~~ ~,.o,.= ~~ ~~__~_~, uisen aooRiDnai sneers or the same size. STATEMENT RESIDENT STATEMENT FROM CHURCH OF GOD HOME, INC Statement Date Due Date ACCOUNT NUMBER 801 N HANOVER STREET CARLISLE, PA 17013 03/31/2009 Upon Receipt 802783 717-249-5322 AMOUNT PAID $ - Please make check payable to CHURCH OF GOD F~OME, INC MARGARET E BAUERLE Remit To: c% MARC BAUERLE CHURCH ~DF GOD HOMfi, INC PO BOX 711 801 N HANOVER STREET MECHANICSBURG, PA 17055 CARLISLE, PA 17013 - Please detach and return3his portion with your remittance`to the address above. _ Comments $0.00 $0.00 -- _ - -- ----_-_- __~-_ ___ _ $20,894_97 $274.81 $3,693.32 - $24,863.10 ~ ---- -- -- __ -Date - - - - - -_ Description Daysi Rate Charges/ l~Payments ~'~ Balance ' _~ (Credit) __ _ - --- --- --- --- -- II Units ~ -- -~ - --- ~~:.--- ~1--- ----- ------. Balance Forward $24,863.10 $24,863.10 TOTAL BALANCE DUE: $24,863.10 FACILITY NAME RESIDENT NAME ACCOUNT NUMBER CHURCH OF GOD HOME, INC MARGARET E BAUERLE 802783 __ - - - - RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date: 4/07/2009 Cumberland County - Register Of Wills Receipt Time: 14:45:22 One Courthouse Square Receipt No.: 1056376 Carlisle, PA 17013 BAUERLE MARGARET E Estate File No.: 2009-00325 Paid By Remarks: J MARL BAUERLE AJW ------------------- ----- Receipt Distribution Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST WILL 45.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 15.00 4.00 CUMBERLAND CUMBERLAND COUNTY COUNTY GENERAL GENERAL FUN FUN JCP FEE AUTOMATION FEE 10.00 5.00 --- BUREAU OF CUMBERLAND RECEIPTS COUNTY & CNTR GENERAL M.D FUN Check# 1216 ------------- $79.00 Total Received..... .... $79.00 Law Offices of Peter J. Russo, P.C. 5006 E. Trindle Road, Suite 100 Mechanicsburg, PA 17050 Ph:717-591-1755 Fax:717-591-1756 Marc Bauerle P.O. Box 711 Mechanicsburg, PA 17055 Attention: RE: DATE DESCRIPTION May-11-09 Review documents -Fax from Counsel review incoming fax; forward to PJR May-13-09 draft letter to client with fax from OC May-19-09 telephone call from client May-20-09 Review Incoming Email & response RE: Bill May-28-09 telephone call from client; review with PJR May-29-09 Review documents -File & fax from Opposin g Counsel Telephone call to Opposing Counsel Totals June 2, 2009 File #: 07-0141 Inv #: 8462 HOURS AMOUNT LAWYER 0.33 '72.60 PJR 0.17 14.45 ARS 0.17 14.45 ARS 0.17 14.45 ARS 0.17 0.00 PJR 0.17 14.45 ARS 0.33 72.60 PJR 0.17 37.40 PJR 1.68 $240.40 Total Fee & Disbursements 0 Balance Now Due "L $240.40 TAX ID Number OS-0532082 Law Offices of Peter J. Russo, P. C. 5006 E. Trindle Road, Suite 100 Mechanicsburg, PA 17050 Ph:717-591-1755 Fax:717-591-1756 Marc Bauerle P.O. Box 711 Mechanicsburg, PA 17055 Attention: RE: DATE DESCRIPTION Feb-04-09 review and print incoming fax with PJR; telephone call from OC Feb-OS-09 review incoming mail from Medicare; scan into computer Totals Total Fee &.Disbursements Previous Balance Previous Payments Balance Now Due TAX ID Number 05-0532082 PAYMENT DETAILS Feb-27-09 Client Payment Total Payments March 10, 2009 File #: 07-0141 Inv #: 7995 HOURS AMOUNT LAWYER 0.17 0.00 ARS 0.17 14.45 ARS 0.34 $14.45 $14.45 ~ 144.50 144.50 $14.45 ~6 144.50 $144.50 Law Offices of Peter J. Russo, P. C. 5006 E. Trindle Road, Suite 100 Mechanicsburg, PA 17050 Ph:717-591-1755 Fax:717-591-1756 Mazc Bauerle P.O. Box 711 Mechanicsburg, PA 17055 Attention: RE: Total Fee & Disbursements Previous Balance Previous Payments Balance Now Due TAX ID Number OS-0532082 PAYMENT DETAILS Mar-30-09 Client Payment Total Payments Mazch 31, 2009 File #: 07-0141 Inv #: 8058 $0.00 14.45 14.45 $0.00 ~~ ~/./~~ Law Offices of Peter J. Russo, P. C. 5006 E. Trindle Road, Suite 100 Mechanicsburg, PA 17050 Ph:717-591-1755 Fax:717-591-1756 Marc Bauerle P.O. Box 711 Mechanicsburg, PA 17055 February 9, 2009 Attention: File #: 07-0141 Inv #: 7782 RE: DATE DESCRIPTION HOURS AMOUNT LAWYER Jan-04-09 forward incoming fax to PJR 0.17 0.00 ARS Jan-OS-09 review with AIS; print docs; fax to OC 0.17 14.45 ARS Jan-08-09 review of file with PJR 0.17 0.00 ARS telephone call from OC 0.17 14.45 ARS telephone call to client 017 p 00 ARS review incoming fax from OC regarding hearing notice; draft letter to ALJ; fax and mail to ALJ and OC regarding hearing 0.17 14.45 `~S Jan-09-09 review incoming messages from OC (2) 0.17 14.45 qRS telephone call to OC; review of file with PJR 0.17 14.45 ARS draft affidavit; forward to PJR 0.17 14.45 ARS Jan-12-09 review incoming fax; attach notary page; scan and forward to PJR 0.17 14.45 ARS review incoming a-mail from PJR; fax affidavit to OC with cover letter 0.17 14.45 ARS Invoice #: 7782 Page 2 February 9, 2009 review and print incoming fax from OC; forward to PJR telephone call from OC; review with PJR and client telephone call to Marc; print and mail faxes from OC Jan-13-09 Telephone call to Client Telephone call to Client Review documents from Opposing Counsel Totals Total Fee & Disbursements Previous Balance Balance Now Due TAX ID Number OS-0532082 O.:17 14.45 ARS 0.17 14.45 ARS 0.1.7 0.00 ARS 0.17 0.00 PJR 0.17 0.00 PJR 0.17 0.00 PJR 2.89 $144.50 $144 "~~ ~ 917.65 ~~ $1,062.15. ~~~~ lc J ~"'~r, ~~ . ~~ Law Offices of Peter J. Russo, P. C. 5006 E. Trindle Road, Suite 100 Mechanicsburg, PA 17050 Ph:717-591-1755 Fax:717-591-1756 Marc Bauerle P.O. Box 711 Mechanicsburg, PA 17055 July 1, 2009 Attention: File #: 07-0141 Inv #: 8705 RE: DATE DESCRIPTION HOURS AMOUNT LAWYER Jun-O1-09 Telephone call to Opposing Counsel 0.17 0.00 PJR review with PJR; a-mail letter 0.17 14.45 ARS Jun-02-09 Telephone call with Opposing Counsel 0.17 37.40 PJR Jun-OS-09 review message from client; review of file with PJR 0.17 14.45 ARS Jun-08-09 telephone call to Marc; left message 0.17 14.45 ARS Jun-19-09 telephone call to client; review of file with PJR 0.34 28.90 ARS Jun-22-09 review doc with PJR 0.17 0.00 ARS Jun-23-09 review incoming fax from OC; forward to PJR; save in file 0.17 14.45 ARS telephone call to client; fax docs 0.17 14.45 ARS review of file with PJR 0.17 0.00 ARS Jun-25-09 e-mail to PJR 0.17 0.00 ARS review incoming message from client; forward to PJR 0.17 0..00 ARS ` 'Invoice #: 8705 ~ _ _ Page 2 July 1, 2009 Jun-26-09 Telephone call with client Telephone call to opposing counsel Totals Total Fee & Disbursements Previous Balance Balance Now Due TAX ID Number OS-0532082 O.1.7 37.40 PJR 0.17 0.00 PJR 2.55 $175.95 ~ -~ 3a $175.95 7~ ~ 240.40 $416.35 e' y "°:f 't'~;n