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Home My WebLink About09-07-10' 1505610143 REV-1500 Ex (o,_,o, ~- OFFICIAL USE ONLI( PA Department of Revenue Pennsylvania County Code Year File Number Bureau of Individual Taxes oFrnRTMarroF~uE PO 80X.280601 INHERITANCE TAX RETURN 21 0 8 0 614 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 208 24 2145 05 03 2008 Decedent's Last Name MELLINGER (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW Date of Birth 06 28 1929 Suffix Decedent's First Name MI JR. IRA C Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPL{GATE WITH THE REGISTER OF WILLS ^ 1. Original Return ~ 2. Supplemental Return ^ q. Limited Estate ^ ~• (date of death afternl2-12-82) 6 Decedent Died Testate (Attach Copy of Will) ^ Decedent Maintained a Living Trust 7• (Attach Copy of Trust) ^ g, Litigation Proceeds Received ^ 1 O. b~twe~enl2 31 X31 audit jdatBe5~f death ^ g, Remainder Return (date of death prior to 12-13-82) ^ 5. Federal Estate Tax Return Required 8, Total Number of Safe Deposit Soxes ^ 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 Wumber EARL RICHARD ETZWEILER (717) 234 5600 First line of address 105 NORTH FRONT STREET Second line of address City or Post Office State ZIP Code HARRISBURG PA 17101 Correspondent's a-mail address: REtzweiler@Comcast.net REGISTER OF.-Vl~ILILS USE COY -~ ~ ~ ~~ . '`, rr~ ,f,, ~ t ---~ -T, DAT~_ FI~.D t -~ . ry=a 1:, Under penalties of perjury, I dedare that I have examined this return, including arxompanying 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 ss based on all information of which preparer hats any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE X ~w 4 - J ~~,,~~ Mary Lou Brandt 9 I I ~ p ADDRESS 337 Ma le Lane Carlisle PA 17015 SIGNATURE OF ~ER OTHER THAN REpRES T T - DAT,t_ > > / i C~ --~ ~~-~ ~ ,~.~~~ Earl Richard Etzweiler `~, ~~ /c--~ 105 North Front Street, Harrisburg, PA 17101 Side 1 1505610143 1505610143 J 1505610243 REV-1500 EX Decedent's Social Security Number Decederrt's Name: Mellinger, Ira C J r. 2 0 8 2 4 :? 14 5 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. 4. Mortgages 8~ Notes Receivable (Schedule D) ........................................................ 4. 5• Cash, Bank Deposits ~ Miscellaneous Personal Property (Schedule E) ............... 5. 6,309.00 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers 8~ Miscellaneous I~o~ Probate Property (Schedule G) u Separate Billing Requested............ 7- 8. Total Gross Assets (total Lines 1-7) ..................................................................... g, 6 , 3 0 9. 0 0 9. Funeral Expenses ~ Administrative Costs (Schedule H) ....................................... 9. 534.72 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) .............................. 10. 1,686.70 11. Total Deductions (total Lines 9 8~ 10) ................................................................... 11 2 , 2 21.4 2 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 4 , 0 8 7 . 5 8 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... 13. 4 , 0 8 7 . 5 8 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... ~ 4, 0 . 0 0 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 .00 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate X .045 0. 0 0 16. 0. 0 0 17. Amount of Line 14 taxable at sibling rate X .12 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18. 0. 0 0 19. Tax Due .................................................................................................................. 19. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 ~, 1505610243 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-08-0614 DECEDENTS NAME Mellinger, Ira C Jr. STREET ADDRESS 409 S. Enola Drive CITY Enola STATE PA ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) {1) 0.00 2. Credits/Payments A. Prior Payments B. Discount Total Credits (A + B) (2) 3. Interest (3;y 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4;1 Check box 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- (5) Q.QQ Make Check Pa able 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 :............................................................................... ^ ^x b. retain the right to designate who shall use the property transferred or its income :.................................. ^ c. retain a reversionary interest; or ...............................................:..........:.................................................... ^ 0 d. receive the promise for life of either payments, benefits or care? ............................................................ ^ ^x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without: receiving adequate consideration? .................................................................................................................... ^ 0 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? ..............................................................................................................•-•- ^ 0 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 January 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 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 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 decedent's siblings is 12 percent [72 P.S. §9116 (a~) (1.3)]. A sibling is defined under Section 9102, as an individual who has at feast one parent in common with the decedent, whether b}/ blood ar adoption. Rev-1508 F.JC+ (6-9g) SCHEDULE E t ~ CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mellinger, Ira C Jr. _ 21-08-014 InGude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must he disclosed on schedule F. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1151 Ex+ (10."J6) SCHEDULE H COMM NWEALT OFgqP~~ENN~~SYLVANIA FUNERAL EXPENSES & I~RESIIDEN~EDECEDENTRN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Mellinger, Ira C Jr. 21-08-0614 Debts of decedent must be reported on Schedule 1. ITEM DESCRIPTION AMOUNT N MBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Mary Lou Brandt Street Address 337 Maple Lane City Carlisle State PA zio 17015 Year(s) Commission paid 252.36 2. Attorney's Fees Earl Richard Etzweiler 252.36 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. I Probate Fees 5. Accountant's Fees 6. Tax Return Preparers Fees 7. OtherAdministrative Costs 30.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 534.72 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) Rev-1512 IJC+ (12,08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Mellinger, Ira C Jc. 21-08-0614 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. REV=ts~o ~t+(l1-osl COMM-QHMEN~AL~~O ~ERE~T. I~RN CIA ryry REKS'I'DEN DECEDEn 1 SCHEDULE J BENEFICIARIES ESTATE OF FILE NLIMBER Mellin er, Ira C Jr. 21-08-0614 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. 91 i 6(a)(1.2)1 __ ` , Total ~ Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 cover sheet, as a ro I NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 Bethesda Mission 2 Knights o~ Pythias 3 The Salvation Army 1,362.53 1,362.52 1,362.53 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 4,087.58 ~..~~ .~. Copyright (c) 2009 fiorm software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-OS) ~.OT~ - `~ ~ I. ~w><y~r~.~trvryrLr~t r ..e.ovty r rthv r r~-rvu .J~. r r ~.a_rwr`rv r I :,.~ .~.~:_~- . t DATE 2v~ x CONSIGNOR'S NAME E ~ t ~ y ADDRESS ~ ~~Q LAK2 ~~~~~ P~, PHONE ~T1~1-` ~~9~' Sa~B~U ZIP CODE 1'7OfS ~95 - ~~ S t'ylA-r~QS S S rri~~ ~ ~- ~~ ~ v i .9 _ ~ h,eXA~~ ~rtT ~~ IC... (,v ~0 ~~C4~C~ SHEET # ~_OF_J._TOTAL SHEETS I (consignor) hereby commission you to sell the items listed above & on the attached sheets to the highest bidder by public auction. I certify that I am the owner of the above I~sted items and have good title and the right to sell them. I certify that the items listed are free from all encumbrances. I agree to accept aA responsibility for providing good title and for delivery of title to the purchaser. It is agreed that the consignee is not responsible for the f any item due to fire, theft, damage, etc. I understand that a % commission will be deducted from the gross sales of my ems. "No Bid" items will be disposed of at the discretion of the A ~ ~r/A~~ n modal ~ P e nt will he consignor within Staff i~ AUCTIO>VEER'S CdPY F Y 1 I i ~ j - t ~ y ' t ~ '.~ ~ ~ ~_ . 3 CO ~~