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Home My WebLink About09-17-101505610143 REV-1500 EX (01-10) OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Courrty Code Year File Number Bureau Of Individual Taxes °E""~T"AENTOF1~^'~""E Po Box.2sosol INHERITANCE TAX RETURN 21 08 0630 Harrisburg, PA 17128-0601 RESIDENT DECEDENT - ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 189 38 7030 03 27 2008 Decedent's Last Name VOCHEK (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Spouse's Social Security Number Date of Birth 07 02 1946 Suffix Decedent's First Name MI RICHARD A Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Retum ~ 2. Supplemental Return q, Limited Estate ~ qa Future Interest Compromise ( date of death after 12-12-82) ^ 6' Attach Copy of Will~e ^ pp rr~1 7• (A~eGopy ~of~rnu~st)a Living Trust ^ g. Litigation Proceeds Received ^ 1 p• S~o~~ P4~rty Credit,~datse5~f death 3. Remainder Retum (date of death pnor to 12-13-82) 5. Federal Estate Tax Retum 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 GERALD P NEUGEBAUER JR (814) 886 2352 First line of address 1224 W SECOND STREET Second line of addr'sss City or Post Office CRESSON Correspondent's a-mail address: State ZIP Code PA 16630 REGISTER OF WILLS USE ONLY ~ rya ~ ~O _ ~ ~TC7 r-- ~~ ~ `~ ~ ~---' C`~ C7 :~ ~ ~ r' DAB ED ...~ ='(~ '"7 r { ~ ~ F'i" Under penalties of perjury, I deGare that I have examined this return, inGuding acxompanying schedules and statements, and to the best of my knowledge and belief, it is tru rrect and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SI PERSO ES O I R FILING RETURN DATE ~,~f ~~ Joseph D. Vochek ~_ a -/o 289 Wood nd ulevard Ponta a PA 15946 SIGNATURE OF THER THAN REPRESENTATNE DATE Gerald P. Neugebauer Jr. ~-,~ -~~, 1224 W. Second Street, Cresson, PA 16630 Side 1 L 1505610143 1505610b43 J J REV-1500 EX Decedents Name: VOCHEK, RICHARD A. Decedent's Social Security Number 189 38 7030 RECAPITULATION 158,478.00 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. 6,792.28 5• Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ............... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous -Probate Property arate Billin R ~ Se t d p g ............ eques e (Schedule G) 7. 8. Total Gross Assets (total Lines 1-7) ..................................................................... g, 165 , 2 7 0 . 2 8 30,433.74 9. Funeral Expenses 8~ Administrative Costs (Schedule H) ....................................... 9. 44,858.04 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 11. Total Deductions (total Lines 9 8 10) ................................................................... 11. 75,291.78 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12, 8 9 , 9 7 8 . 5 0 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, 8 9 r 9 7 8 • 5 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. 16. Amount of Line 14 taxable 0 0 0 16 at lineal rate X .045 . . 17. Amount of Line 14 taxable at sibling rate X .12 8 9 9 7 $ . 5 0 ~ 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. Tax Due ................................................... ............................................................. .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1505610243 0.00 0.00 10,797.42 0.00 10,797.42 Slde 2 L 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-08-0630 DECEDENT'S NAME VOCHEK, RICHARD A. STREET ADDRESS 46 Gettysburg Pike CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 0.00 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 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. Total Credits (A + B) (1) 10,797.42 (2) 0.00 (3) 845.15 (4) (5) 11,642.57 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 :.................................. ^ ^x c. retain a reversionary interest; or ............................................................................................................... ^ ^x 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? .................................................................................................................... ^ 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? .................................................................................................................. ^ ^x IF THE ANSWER TO ANY OF THE A80VE 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)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 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 least one parent in common with the decedent, whether by blood or adoption. Rsv-1602 EX+111-08) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA I I INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER VOCHEK, RICHARD A. 21-08-0630 All real property owned solely or as a tenant in common mwt be sported at fair mukst valor. Fair market value is defined as the price at which property would be exchanged between a w)))ing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet K the property has been sold Include a copy of the dead showing decsdenYs interest H owned as tenant In common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 ALL those certain pieces or parcels of land, together with the improvements thereon erected 158,478.00 situate in Upper Allen Township, Cumberland County, Pennsylvania, bounded and described as follows, o wit: - PARCEL NO. 1 BEGINNING at a point in the center of the Gettysburg Highwa which point is 583.5 feet westward)y~from the line of prop~rLy now or late o~ W. F: Cassel; ~~tence Souk 36 degrees 30 minutes 1Nest 100 feet to a point; thence North 53 degrees 30 minutes West 200 feet to a stake• fence North 36 de rasa 30 minutes East 100 feet to a stake; thence South 53 degrees 30 minutes East 200~eet to a point, the place of beginning. PARCEL N0.2 BEGINNING at a point in the center line of the Gettysburg-Harrisburrgg~ Highway at the western line of property now or Tate of Geraldine E. Losh and ArthurR. Losh, her husband; thence South 36 degrees 30 minutes West 91.8 feet to a point; thence North 45 de rasa 38 minutes West 201.7 feet to a point; thence North 36 degrees 30 minutes East 60 fee to a point, the line of property now or late of Geraldine E. Lose and Arthur R. Losh, her husband; thence South 53 degrees 30 minutes East 200 feet to a point, the place of beg inning. Havingg thereon erected a single family stone dwelling known and numbered 46 Getttysburg Pike, lolechanicsburg, Pennsylvania. The Real Property or its address is commonly known as 46 Gettysburg Pike, Mechanicsburg, PA 17055. The Real Property tax identification number is 42-27-1888-027. VALUED in accordance with assessed value, per official assessment records, of 6129,900.00 times the common level ratio factor of 1.22 applicable to Cumberland County, Pennsylvania on the date of decedent's death - 6129,900.00 x 1.22 = 6158,478.00 TOTAL (Also enter on Line 1, Recapitulation) ~ 158,478.00 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 ScheduleA (Rev. 11-08) Rev-1ti0ti Fa(+ (6-88) SCHEDULE E CASH, BANK DEPOSITS, 8 MISC. PERS NAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER VOCHEK, RICHARD A. 21-08-0630 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with the right oT suMvonthip must bs disclosed on schedule F. Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) (If more space is needed, additional pages of the same size) Rev-~~a~ ex+~~o-oaf COM I II~~QF P~~1LI~ANIA SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER VOCHEK, RICHARD A. 21-08-0630 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: Ruggiero Funeral Home -funeral billing 10,836.27 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Joseph D. Vochek Street address 289 Woodland Boulevard city Portage State PA zip 15946 Year(sl Commission paid 7,610.81 2. Attomev's Fees Gerald P. Neugebauer Jr. 8,360.81 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. Probate Fees Register of Wills 331.00 5. Accountant's Fees 6. Tax Return Preparers Fees 7. Other Administrative Costs 3,294.85 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 30,433.74 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER VOCHEK, RICHARD A. 21-08-0630 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs 1 Cumberland County Recorder of Deeds -photocopies 3.50 2 Cumberland Law Joumai -publication of Estate Notice and proof of publication 75.00 3 Meyer, Unkovic 8 Scott LLP -billing for services rendered and costs advanced regarding the 2,759.75 medical negligence inquiry into the decedent's death 4 Penn National Insurance -insurance on Estate real estate 290.00 5 The Sentinel -publication of Estate Notice and proof of publication 166.60 H-B7 3,294.85 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX; (12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER VOCHEK, RICHARD A. 21-08-0630 Report debts incurrod by the decedent prior to death that romained unpaid at the date oT death, including unroimburoed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Chase -balance due on home equity loan -Account No. 00426370139119 14,242.30 2 Chase Bank USA, NA -balance due on Account No. 5582508619671453 9,773.90 3 Chase Bank USA, NA - blance due on Account No. 5582508624384381 12,379.73 4 Commissioners of Upper Allen Township -balance due on sewer rental Account No. 544016 359.92 5 FIA Card Services, successor to Bank of America -balance due on Account No. 2,719.63 4264296998680380 6 Marlin A. Yohn, Sr., Treasurer - 2008 County and Township real estate taxes 543.65 7 Marlin A. Yohn, Sr., Treasurer - 2008 school real estate taxes 1,822.56 8 Proactiv Solution -balance due on Account No. 068854744 48.65 9 PSECU -balance due on Asa loan -Account No. 8660376891 (L9) 2,435.20 10 The Danbury Mint -balance due on Account No. 9314620049-003087 173.00 11 The Danbury Mint -balance due on Account No. 9314620049-003579 139.50 12 The Danbury Mint -balance due on Account No. 9836993114-003003 65.40 13 Willabee 8 Ward -balance due on Account No. 1608148910 67.60 14 York Waste Disposal, Inc. -balance due on Account No. 12-28640-2 87.00 TOTAL (Also enter on Line 10, Recapitulation) I 44,858.04 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-1b13 EXi (11-08) SCHEDULE J coM"~~E~~~~~` ""'" BENEFICIARIES ESTATE OF FILE NUMBER VOCHEK, RICHARD A. 21-08-06 30 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. 9116 a 1.2 Joseph D. Vochek Brother Entire Estate 289 Woodland Boulevard Portage, PA 15946 Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 150 0 cover sheet as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) t ~•-- ~1 ~~. 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