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Home My WebLink About06-28-10 (2)15D561D101 REV-1500 E"t°'-'°' 1~' PA Department of Revenue perlnsylvania OFFIGWL USE ONLY Bureau of Individual Taxes °"""~'~°""`"'° C°untY Code Year File Number INHERITANCE TAX RETURN -- _....-, __...--__-.-- .............._._.- ......._.....-......-...._.. Har~iw?g PGADi7ix8-o6o1 RESIDENT DECEDENT '~ ~ ! o 9 ? o Spouse's Social Security Number ° THIS RETURN MUST BE FILED IN DUPLICATE WIifH THE __..... - ........ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW f~ 1. Original Retum Q 2. Supplemental Retum O 4. Limited Estate O 6. Decadent Died Testate (Attach Copy of Will) O 9. Litigatlon Proceeds Received O 4a. Future Interest Compromise (date of death after 12-12-82) O 7. Decedent Maintained a Living Trust (Attach Copy of Trust) O 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) O 3. Remainder Retum (date of death prior to 12-13-82) O 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD 8E DIRECTED T0: Name Da time Tele h _ _. _.... Y ~ Porte Number Theresa Wadlinger (717) 215-016 o REGISTER First line of address 1307 Penn Street 5econc line of address C-U/~ 9 ~f7 L7 ~~ -[7 '~ City or Post Office State ZIP Code I DATE FILED Hamsburg PA ; 17102 ^o N N ~_ ~> ''~ /_7.7 ~~ `'•' - _ °-;•{ _ .. T . n c-5 Correspondent's •-mail address: Under penalties of per)ury, I dedare tMt I have examined this return, Including acwmpanying schedules antl statements, end to the beat of my knowledge antl Delfef, tt is We, and co~iete. DeGaration of preparer other then the personal representative Is based on all information of which preparer has any knowledge. SlQljf/j'~RE OF PEjtS~RE~DBN6~LE FOR FILING RETURN _ ^ATF PA 17102 I REPRESENTATIVE 3429 D~rrv,9f+~et Harrisburs~, PA 17111 Slde 1 L 15D561D1D1 15D561D1D1 USE ONE 7 ZC N Cn J `` ~ ~ `~ o~ ~~ J REV-1500 EX Decedent's Name: Decedent's SoGal Security Number ', 175-40-6934 RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 61,000.00 '. 112,440.57 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6. Jointly Ov-ned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 11. Total Deductions (total Lines 9 and 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 bean made (Schedule J) .................. ...... 13. t 14. Net Value Subject to Tax (Line 12 minus Line 13) .................. ...... 14. TAX CALCULATION -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 16 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. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610105 1505610105 1505610105 173,440.57 1,753.10 113,528.77 115,281.87 58,158.70 58,158.70 4~ REV-1500 EX Page 3 Decedent's Complete Address: Pfls Number DECEDENTS NAME Edward F Wadlinger STREET ADDRESS 16 W Simpson Street CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 2,617.14 2. CredifslPayments A. Prior Payments 5,245.00 B. Discount Total Credits (A+ B) (2) 5,245.00 3. Interest (3) 4. If Line 2 is greater?than Line 1 + Line 3, enter the differerrca. This is the OVERPAYMENT. FIII in oval on Page 2, Line 20 to request a refund. (4) 2,627.86 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 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 :........................................................................................ .. ^ Q b. retain the right to designate who shall use the property transferred or Its income :.......................................... .. ^ z^ c. retain a reversionary interest; or ........................................................................................................................ .. ^ X^ d. receive the promise for life of either payments, benefds or rare? .................................................................... .. ^ Q 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................................ .. ^ 0 3. Did decedent own an 'intrust For or payable-upon-death bank account or secudty at his or her death? ............. . ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property which , contains a beneficiary designatbn? ....................................................................................................................... . ^ 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 -d the surviving spouse is the only beneficiary. For dates of death on or after Jufy 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 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 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 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 decedents siblings is 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. REV-1502 EX+ (11-OB) ~i Pennsylvania SCHEDULE A iii DEPARTMENT OF REVENUE INHEMANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT --••-•- -• ~a~e nunntK Edward F Wadlinger 2109-0961 All roal property owned wlely or as a tenant in common must be roportad 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 fa jointlyrowned wkh right of survivorship moat be disclosed on Schedule F. Attach a wpy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. 16 W. Simpson Street Mechanicsburg PA ~ sl,ooo.oo If more space is needed, insert additional sheetr of the same size. REV-7508 EX+ (e-9B) COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY ES7ArE vl= --FlLE NUMBER Edward F Wadlinger 2109-0961 Include the proceeds of litigation and the date the proceeds were received by the estate. All property (olntly-owned wkh right of survivorship must be disclosed on Schedule F. ITEM ^ I VALUE AT 1; M ~ T Bank 3740876002 ~-t . 2 .. ~~.,<z 96,417.48 2; ,. ..., ;Ing Direct ,.~..~,~.. ~..~H.~, ..~.~..,, .-,.,~. ,. ~. ~s.~ . 101557603 .Ah7~ ,u_..._,.. .~v~., ...... ~ ~ ~~.x.~.~~~xr~~,~~>_~ ~ 955.46 & BME FCU 137354 ~~a ... ..t ,601.99 ,._ .. A TOTAL (Also enter on line 5, Recapitulation) S 112,440.57 + (k more space is needed, insert additional sheets of the same sae) REV-1511 EX+ (SO-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENr SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Edward F Wadlinger 2109-0961 ' Decedent's debts mutt be reported on Schedule I. ITEM If more space is needed, use additional sheets of paper of the same size REV-1512 Ex+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF bECEDENT, MORTGAGE LIABILITIES & LIENS c~~n~c yr FILE NUMBER Edward F Wadlinger 2109 0961 Report debts Incurred by the decedent prior to death that romalned unpaid at the date of death, including unreimbursed medical expenses, ITEM --- _ -- 1. 2. 3 4 5 6; 7; 8 9' 10 11" 12 13' BME Vehicle Loan . ... __._. .. _.._~...,.... ..,w Capital One If more space is needed, insert additional sheets of the same size 8,314 62 ~, 3 -. , 85.76 `: 719.67 4,932.89 107.00 5,483.91 2,635.12 483.00, 1,293.96 4.00 783.92 88,188.92 COMMDMNEALTH OF PENNByLVANIA DEPARTAIBR OF REVENUE BUREAU OF INDIVIDUAL TAXE9 DEPT. 280801 HAPotlBBURG, PA 1 7 7 28-0801 RECEIVED FROM: WADLINGER THERESA L 1 307 PENN ST HARRISBURG, PA 17102 ___ ,,,„ PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1182 EX(11-981 NO. CD 012319 ACN ASSESSMENT AMOUNT CONTROL NUMBER $ 2, 500.00 ESTATE INFORMATION: sSN: t76-ao-693a FILE NUMBER: 2109-0961 DECEDENT NAME:. WADLINGER EDWARD F DATE OF PAYMENT: ' 02/03/2010 POSTMARK DATE: 02/03/2010 COUNTY: CUMBERLAND DATE OF DEATH: OS/ 12/2009 REMARKS: CHECK# 2681 SEAL TOTAL AMOUNT PAID: INITIALS: SAP RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER OMB No. z592-o2ss s; ~` LOAN U.B. DEPARTMENT OFHOU80iGAURBANDEVELOPIENT 1'~~ 2.^FmHA 3. CONV.UNWS. 4.[]VA S.~CONV.INS. 6. flLE NUMBER 7. LOAN NUMBER SETTLEMENT STATEMENT I e. MORTGAGE INS CASE Nt~iBER 71~ trm k hrrsehsdb ylre you a aEeeamenta/acdrei aNtlement costs. Amounts paid b and by pro aettlementagent ae aJrown. MsnnmrNsd TPOCj ware peld outside d+e ak+sYp: thsyars shown oars br tnlhrmetla~dpuposss aad era ~atlnduded b aye bmk. D. NAME AND ADDRESS OF BORROWER E. NAME AND ADDRESS OF SELLER ve r'NWQ!•LV 1 F. NAME AND ADDRESS OF LENDER Wlllam T. Wapcer Estate of Edwarid F. WadOtger CASH Nervy A. Wa9car is W. Sinpam Sweet 170 Bride Road MerhaNwbwg, PA 17055 Mechenicsbulg, PA 17017 G. PROPERTY LOCATION 16 W. Simpson Street H. SEITLEMENTAGENT 23-2W8775 I. SETTLEMENT DATE Mechanbablsg, PA 17055 Jarres D. HoOer Law OlOoes PA2150 CumbeASnd County. PennayNeNa PLACE OF SETTLEMENT April 29, 2010 OoraryM1 d Mechaniaburp (Prat Wards one went Main st Strkamansbwn, PA 17011 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. gtOtiS AMOUNT DUE FROM BORROWER: 400. taROSS AYfHINT DUE TO SELLER: 101. Contrail Sales Prloe 81.000.00 401. Centred Sete Price 61,000.00 102. Personal 402. Person 1 D3; SetUernanl Clterpes iD Bonowar (Una 1400) 1,734.00 403. t 04. 404. 10.5. ~. A u9fmonla For kerru PeH Seder M advance rrBrrrarta For heats Paid B SeNxM advance 108. Coon Taxes 04/29H0 to 01/01H1 357.18 400. County/Twp Taxes 0429/10 b 01/01711 357 18 107; $dgol Tartm 04/28V10 to 07!01/10 223.34 407. School Taxse ! OM28V10 to 07roi/10 . 2y3,3q 108. Aasesarrerrts b 408. Asaeesnrants l0 109. Barter . OM01/10 to 0429V10 21:54 409. Sewer . 04!01/10 b 0429V10 21 54 110. 410. . 111. 411, 112. 412. 120. GROSS AMOUNT DUEFRgL1 BORROWER 83,338.06 420. GROSS AMOUNT DUE TO SFr l FG 200. AMOUNTS PAID BY OR IN BEHALF OF BORROW ER 81.802.08 500, IiEDUCT10N9 IN AMOUNT DUE TO SELLER: 201. DePaell or eorrrest money 501. Excess Deposit (See Inatnbtbns 202. Amourt of Mew Lcen(s) 502. Setlbment to Seller (Una 1400 4.111.04 203. bans Taken su to 503. g taken ~ ~~ 504. Payoff of first W GMAC , !1C 88 188.82 ~. 506. of second , ~- 506. 207. 507. 208. ~. 209. ~. Aa~uabnen(a Far !lams !Miley By Salbr Adfuaimenta For Moms i~aweysewr 210. Cou Taxes b 510. Cou T to 211. Sdbd Taxes b 511. Scfgol Taxes t0 212. Aaeeesmer4s b 512. Asaeaementa b 213. b13. 214. 514. 215. 515. 218' 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY~OR BORROWER 520. TOTAL REOUCr AMT DUE SF 1 FR 82 277 95 300. CASH AT SETTLEMENT FROMlTO BORROWER , . 600. CASH AT SETTLEMENT TDVFROM SELLER 1 30'1. Lees Amount Paid ByiFor Borrmwar (La» 220) ( 8 42<) 0'2. Lass ReducBorts Due Seller (Ltrre 820 1 acs. ratsrr (x FRau) ( 7n /BORROWER a6 1 33s ( t03. CASN ( To) (x FROM J sFl I FR ~ . .an ~ an auo-+ taw> aMVn, reraoaz (omazeiooao-gait ) c«neea b be a ws mPy. Jamae D. Bogor 8elBemeM Agent