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Home My WebLink About04-18-11J 1505610143 REV-1500 Ex(o,_,o, OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year - Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 60X.280601 INHERITANCE TAX RETURN 21 11 Harrisburg, PA 17128-0601 RESIDENT DECEDENT File Number 0216 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 209 24 6063 11 18 2008 Decedent's Last Name NEFF (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Date of Birth 11 12 1932 Suffix Decedent's First Name MI LEAH L Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE 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 ~ 5. Federal Estate T'ax Return Required (date of death after 12-12-82) 6 Decedent Died Testate (Attach Copy of Will) ~ ~• ABtacheCo a~of Trust a Living Trust PY ) ~ 8. Total Number of Safe Deposit Boxes L i 9. Litigation Proceeds Received ~ 10• between P2 31 ~Crae dit~(datge5~f death ~~ 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 WM D SCHRP,CK III ESQ 717 432 9733 First line of address 124 W HARRISBURG STREET Second line of address City or Post Office DILLSBURG State PA REGISTER WILLS USE;.QNLY = ; ~7 .~,.. , :.. ..~ _A ~:1 ;s - ~~ __ .. --~ - -~ ~ ~:a .. ;,; -~- . ~ ,1 ~-..._ -._ - , _. DAT~~ILED ~`°r r ~.•.r..i ZIP Code 170191268 .~ c.. ~~`~ C - ,, Correspondent's a-mail address: schracklaw@comcast.net 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 PERSON R7=SPONSIBL F;~R FILING RET RN DATE ~~fi~, GI ILL,f~~l/1./I~t,~D ~ I~~.~ A A. Richards a/k/a Beth A. Kalenak ADDRESS ~ I - 107 McClary Court -East, State College, PA 16801 SIGNATURE OF PREP R OT HAN REPRESENTATIVE DATE /~ ~j/~ Wm. D. Schrack III Esq. ADDRESS ~' ~ `'' ~ 124 W. Harrisburg Street, Dillsburg, PA 17019-1268 Side 1 L 1505610143 15056101143 ;~~ J 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name: Neff, Leah L. 2 0 9 2 4 6 0 6 3 RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. ,2. Stocks and Bonds (Schedule B) ............................................................................. 2. 994.63 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages & 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 f~q Probate Property arate Billing Requested Se 7 ............ p (Schedule G) ^ . 8. Total Gross Assets (total Lines 1-7) ..................................................................... 8. 9 9 4 . 6 3 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 10 , 8 21.0 8 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 11. Total Deductions (total Lines 9 & 10) ................................................................... 11 • 10 , 8 21.0 8 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. - 9 , 82 6.45 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. - 9 , 82 6.45 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 0 . 0 0 (a)(1.2) X .00 . 16. Amount of Line 14 taxable 0. 0 0 16. 0. 0 0 at lineal rate X .045 17. Amount of Line 14 taxable 0 0 0 17 0. 0 0 . at sibling rate X .12 . 18. Amount of Line 14 taxable 0 0 0 18 0. 0 0 . at collateral rate X .15 . 19. ..................................... Tax Due ............................................................................. 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 L 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0216 DECEDENT'S NAME Neff, Leah L. STREET ADDRESS Bethany Village, 325 Wesley Dr. CITY Mechanicsburg STATE PA Zlf' 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount (1) 0.00 0.00 ~.~~ 3. Interest 0.00 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) (2) (3) (4) (5) Make Check Pa able to: REGISTER OF WILLS, AGENT. ... ~ ~ .: ..~ - - ~ ~ .....:. a ... r, ~~ F 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 ............................................................................................................... ^_ 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 ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .4 ,. ~. .w. ~ . .. .. .. 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, excep# 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 bey blood or adoption. Rev-1503 EX+ (6-98) ,. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 Proceeds from the liquidation of 16 shares of Prudential 994.63 common stock TOTAL (Also enter on Line 2, Recapitulation) 994.63 (It more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) REV-1151 EX+ (10-06) pp~~qq,. COM INHEf~ITAN~~~ RETl1,RNANIA RE IDEN D EDEN II SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Neff, Leah L. 21-11-0216 ITEM DESCRIPTION AMOUNT N MBER A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission raid 2. Attorney's Fees Wm. D. Schrack III, Esquire 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 10,257.08 497.00 4. Probate Fees 52.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 15.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 10,821.08 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 Neff, Leah L. 21-11-0216 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Mark D. Heintzelman And Cremation Services P.C. 10,257.08 H-A 10,257.08 Other Administrative Costs 2 Register of Wills -Inheritance Tax Return filing fee 15.00 H-B~ 15.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev 6-98) REV-1513 EX+ (11-08) COM INHE131TAN~E T~ERET~RNANIA RE IDEN DE EDEN SCHEDULE J BENEFICIARIES ESTATE OF Neff. Leah L. FILE NUMBER nw w w nnw n NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT ~ r^-^ ^-v SHARE OF ESTATE r~v AMOUNT OF ESTATE (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 Beth A. Richards aka Kalenak Niece 107 McClary Court -East State College, PA 16801 Tota I Enter dollar amounts for distributions shown above on lines 1 5 throu h 18 on Rev 150 0 cover sheet, as a r o riate. II NON-TAXABLE DISTRIBUTIONS: . 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) ~®mputershc~r~ °~" „~,~,• Frudent~al Computershare PO Box 43033 Providence, RI 02940-3033 IMPORTANT TAX RETURN DOCUMENT ENCLOSED Within USA, US territories,b Canada 800 305 9404 Outside USA, US territol-ies 8 Canada 732 512 3782 w ~" ***'*'*'***AUTO**5-DIGIT 16801 000630/0217081 21, 7 0 811 www.computershare.com/investor _ Iliiliiilliii'~lililliiliil'ii~ " ililllilliiiliilllii~liiilliliii ~~ == Recipient LEAH L NEFF - 107 MCCLARY CT E Holder Account Number ~ #E _ STATE COLLEGE PA 16801-3023 0001006321 --- I N ~ Record Date Nov 23 2010 Check Number 0010660024 SSNfTIN Certified Yes 001 CSO 107.T)0~1LNGFQS_PG I.PRU.01 432_ 107'21703 U217031/i _ .~ Prudential Financial, Inc. -Combined Dividend Payment / 2010 Tax Form 1099-DIV ~ - ... Corrected (if checked) Form 1099 -DIV -Dividends and Distributions 2010 Copy B -For Recipient This is important tax inforrnation and is being furnished to the Intemal Revenue Service. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if ihis income is taxable and the IRS detem-ines that it has not been reported. Recipient LEAH L NEFF 107 MCCLARY CT E #E STATE COLLEGE PA 16801-3023 Account Number 00010806321 Recipient's ID No. ending in ***-**-6063 Payer's Federal ID No. 22-3703799 OMB No. 1545-0110 Department of the Treasury -Intemal Revenue Service 1aiTotal Ordinary tb Qualified ~ Nondividend 4 FEDERAL INCOME s Foreign Tax 7 Foreign Country s Cash Liquidation Dividends ($) Dividends ($) Distributions ($) TAX WITHHELD ($) Paid ($) or U.S. Possession ~ pistli. ($) Payer's Details 18.40 18.40 0.00 0.00 0.00 PRUDENTIAL FINANCIAL INC C/0 COMPUTERSHARE P.O. BOX 43010 PROVIDENCE RI 02940-3010 rorm IVyy-UIV Dividend Confirmation Payment Date I Class Description I Participating Shares/Units 17 Dec 2010 COMMON 16 Year-To-Date Paid (Keep for your records) Dividend Gross Rate Dividend ($) $1.15000 18.40 18.40 46UTX Deduction Dedtction Net Amount ($) Type I Dividend ($) 0.00 NI'A 18.40 0.00 18.40 F' R U "~" 002CS70004 OORX6A-PP~(F2)