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Home My WebLink About10-26-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES REV-1162 EXI11-96) DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 015110 LENYO LORI E 5420 KARLSBURG PLACE PALM HARBOR, FL 34685 ACN ASSESSMENT AMOUNT CONTROL --'--'-~ fold NUMBER ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 202-22-6584 2111-0312 BEHNEY DONALD H 10/26/2011 10/26/201 1 CUMBERLAND 01/31/2011 REMARKS: RECEIPT TP ATTY TOTAL AMOUNT PAID: CHECK# 2562 INITIALS: HEA SEAL RECEIVED BY: $84.55 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~fv-~ 500 ~ ~~~-,o, PA Departrnertt ~ R Bureau of IncNvidual Taxes PO BOX 280601 1505630140 OFF'K:IAL USE AMI.Y INHERITANCE TAX RETURN Cade Year Fie Number RESIDENT DECEDENT 2 1 1 1 0 3 1 2 EI~IT'ER SIT ATipM BELOW Social Sewrt(y 1~rnt>ar Date of Deafh li/NDDYYyy pate of Birth 202 22 6584 ~~~ pecedenes Last Name 0 1 3 1 2 0 1 1 1 1 2 1 1 9 2 2 Suffix Decedents First Name B E H N E Y Ml DON A L D H (if Applicable) Enter Surviving Spouse's Informatia~n Below Si~se's Last Name Suffix Spouse's First Name MI Sparse's Sodas Searlty {member THIS RETURN MUST BE FILED IN DUPLICATE YVtiH THE ~, ~,~,,~ ~~ sELOw REGISTER OF WILLS ® 1.Origirral Retum ^ 2. Supplement Retum ^ ^ 3. Reminder Return (data of death 4. L7mited Estate prior to 12-132) ^ 4a. Fulure Interest Compromise (~ of ^ 5. Federal Esfate Tax Return Required ® 6. Decedent Died Testate death after 12-12-82) g. (Attach copy of WNq ^ ~' (A~nadt ~y ~ Trlnu t) Livtrtg Trust _„_, 8. rota) Number of safe f~posit ^ ~~ Proceeds Received ^ 10. Spousal Poverty Qredit (date of death ^ betvreen 12.31-91 and 1-1-95) 11. Election tip tax under Sec. 9113(A) TINS 8t:CTpN MUST BE (Attach 3ch. O) PONpENT COMPLETED. ALL CORRE Name aPONDENCE AND CONFpEKiIAL TAX NFOWMTtON gtiOULD tit DIRECTED T0: M U R R E L H A L T E R S I I I ~°e Teleprto~ Numtrer ESQ 7 1 7 6 9 7 4 6 5 0 REf318TER OF 1A~.g USE ONLY ^ -~_.~ First Iirre ofaddress ~ O - _ 4 E A S T M A I N S T R E E T _'~~''`~ ~` - Seoond line Of address rj `'' ~ O r~`~' ~ ; ~~ _ ~ J :i~- ,C.. , .,^l ~ .. 7 ` J .. ry~~ p~ ~~p~~ ~ ~~} ~ ~ "~ -`7 ., State ZIP Code tut tit; ." - '"5 M E C H A N I C S B U R G _~~ P A 1 7 0 5 5 _, ~-~ ~, CO^^~ndant"s amali addross: ~ e. wrrei•t and~r+Y~ ~ dedue that l have eoaunined U~Is rshm, kidudkp s~ aanpe~ ~ RETURN ~ ~ ~ °~ of p ~ "'e t>~ D11'IE LORI. E• L NY , 51+2 ~'KARLSBURG PLACE PALM HARBOR ~"~OF ~FxrATtve FL 34658 / ADDRESS ,_- ~ LG ~ / MURREL AL RS, III, 54 E. MAIN ST MECHANICSBURG F'1-EASE USE OtRKiMIAL FORM OMILY P A 7055 Side 1 150561D140 1505610140 J/ REV-1500 EX 1505610240 Decedent's Name: D O N A L D H• B E H N E Y 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 and Notes Receivable (Schedule D) ......................... . 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5, 6. Jointly Owned Property (Schedule F 7. Inter-Vivos Transfers & Miscellaneous N~Probate Pr p'lel~-h, Requested .... , .. 6, (Schedule G) ~ Separate Billing Requested ....... 7, 8. Total Gross Assets (total Lines 1 through 7) .. , , , , , , . .......... 8. y. Funeral Expenses and Administrative Costs (Schedule H) ...... . 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 1p, 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 been made (Schedule J) .. , , , . , 13 14. Net Value Subject to Tax (Line 12 minus Line 13) .. , , , , , 14 TeY rw~ n.u ___ -- - --~ ~ ~•+~• - ice m, rRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.0 _ 16. Amount of Line 14 taxable ~ ~ ~ 15. at lineal rate X .045 1 8 8 5 4 5. 4 6 16 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable ~ ~ ~ 17 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 L 1505610240 Side 2 Decedent's Social Security Number 2 0 2 2 2 6 5 8 4 1 2 0 6 7 3. 9 0 2 0 0 3 3. 3 4 6 7 6 7 5. 2 2 2 0 8 3 8 2.4 6 1 3 2 1 9. 5 0 6 6 1 7. 5 0 1 9 8 3 7. 0 0 1 8 8 5 4 5. 4 6 1 8 8 5 4 5. 4 6 0. 0 0 8 4 8 4. 5 5 0. 0 0 0. 0 0 8 4 8 4. 5 5 1505610240 REV-1500 EX Page 3 Decedent's Complete Address: JIJNALD H. B STREET AppRESS !0 NEPONSIT CITY CAMP HILL Tax Payments and Credits: ~ ~ Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 8 000.00 B. Discount 400.00 3. Interest 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. File Number 21 11 0312 STATE ZIP PA 17011 (1) 8 484.55 Total Credits (A + B) (2) 8 400.00 (3) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (4) (5) Make check payable to: REGISTER OF WILLS, AGENT 0.00 84.55 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; Yes No ................................. . retain the right to designate who shall use the property transferred or its income ~•~~ 0 ; ........ c. retain a reversionary interest; or ""••••••••••••• ^ X d. receive the promise for life of either payments, benefits or care? .. ~•~•~••~~••~••~'"""' 2 If de th . a occurred after December 12, 1982, did decedent transfer property within on ^ e year of death without receiving adequate consideration? • .. ........y ................ ................... 3. Did decedent own an "in trust for" orpayable-upon-death bank account or securit at his or her de 4 Did d th , X ^ . a . ecedent own an individual retirement account, annuity or other non-probate propert whi h i X ^ y, c conta ns a beneficiary designation? ...... ................................................................. ........................... D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETU RN. 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 surviv' 3 percent [72 P.S. §9116 (a) (1.1) (i)j. Ing spouse is 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 ercent [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 filing a tax return are still applicable even if the surviving spouse is the only beneficiary. p assets and 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 arent an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)j, P • 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)j. • 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)j. A siblin is defin Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 9 ed, under REV-1502 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE CJIHIC VF: _ DONALD H. BEHNEY FILE NUMBER: All real property owned solely or as a tenant in common must be reported 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 is jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM Attach a copy of the settlement sheet if the property has been sold. NUMBER Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE DESCRIPTION OF DEATH 1• 20 NEPONSIT LANE CAMP HILL, PA 17011 120,673.90 NET SALE PRICE TOTAL (Also enter on Line 1, Recapitulation.) S If more space is needed, use additional sheets of paper of the same size. 120 673.90 REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NU6 muuae [ne All property, ITEM NUMBER ~• SOVEREIGN CD 145 2• SOVEREIGN CD 152 3• 2007 TOYOTA FAV 4 BLUE BOOK VALUE of litigation and the date the proceeds were received by the estates ned with right of survivorship must be disclosed on Schedule F. DESCRIPTION TOTAL (Also enter on line 5, Recapitulation) S (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 5,016.67 5,016.67 10,000.00 2 REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ITEM NUMBER 1. 2. 3. SCHED ULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ~~~ r~~p~~~y ~vmiiy-owned with right of survivorship must be disclosed o Schedule F. SOVEREIGN DESCRIPTION CD 145 SOVEREIGN CD 152 2007 TOYOTA FAV 4 BLUE BOOK VALUE VALUE AT DATE OF DEATH 5,016.67 5, 016.67 10,000.00 TOTAL (Also enter on line 5, Recapitulation) ; (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF• C. SCHEDULE F JOINTLY-OWNED PROPERTY ALD H. BEHNEY FILE NUMBER. If an asset was made jointly owned within one year of the decedent's date of death, it must be report d on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) AD A. LORI E. LENYO DRESS 5420 KARLSBURG PLACE RELATIONSHIP TO DECEDENT PALM HARBOR, FL 34658 DAUGHTER B. MICHAEL D. BEHNEY 8 POMO COURT DILLSBURG, PA 17019 SON JOINTLY-OWNED PROPERTY; ITEM LETTER DATE FOR JOINT MADE INCLUDE NAME OF FINANCIAL NSTI TUTION AND BANK ACCOUNT N NUMBER TENANT JOINT IDENTIF UMBER OR SIMILAR YING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE ~ DATE OF DEATH ~ OF DECEDENTS DATE OF DEATH . ' A• 8/1978 PSECU VALUE OF ASSET INTEREST VALUE OF DECEDENTS INTEREST CD C51 5,007.61 33.3 1,667.53 2• A• B• 8/1978 PSECU CD C52 4,901.76 33.3 1, 632.29 3• A• B• 8/1978 PSECU CD C53 5,021.50 33.3 1,672.16 4• A• B• 8/1978 PSECU SAVINGS 66,026.80 33 3 S1 . 21,986.92 5• A• B• 8/1972 PSECU CHECKING 23,815.74 33 3 S4 . 7,930.64 6• A• B• 7/2005 PSECU MONEY MARKET 11,320.55 33 3 S 7 . 3, 769.74 7• A• 8/2004 SOVEREIGN BANK CHECKING 4,691.85 50 565 . 2,345.93 8' A• 7/2007 SOVEREIGN BANK MONEY MARKET 32,255.17 50 659 . 16,127.59 9• A• 11/2009 SOVEREIGN BANK CD 037 10,066.62 50. 5,033.31 10. A. 11/2009 SOVEREIGN BANK CD 033 2,508.70 50. 1,254.35 TOTAL (Also enter on Lina ~ Ro~~,,;t.,~...:__, If more space is needed, use additional sheets of paper of the same size. r v V"V"1 ~ - _ __ Continuation of REV-1500 Inheritance Tax Return Resident Deced DONALD H.BEHNEY ent Decedent's Name Pagel 21 11 0312 File Number Schedule F-2 -Jointly-Owned Property LETTER DATE ITEM FOR JOINT MADE NUMBER TENANT JOINT INCLUDE NAME OF FINANCIAL INS7ITU ION AND BANK ACCOUNT NUM IDE 11 A BER OR SIMILAR NTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE DATE OF DEATH V % OF DECEDENT'S DATE OF DEATH V . . 8/2004 . SOVEREIGN BANK ALUE OFASSET INTEREST ALUE OF DECEDENT'S INTEREST CD 025 2,505.92 50. 1, 252.96 12. B. 8/2004 SOVEREIGN BANK CD 041 2,505.92 50. 1,252.96 13. B. 8/2004 SOVEREIGN BANK CD 058 2,512.96 50. 1,256.48 14. B. 6/2009 BANCO SANTANDER STOCK DIVIDEND PLAN 258 50 623 . 50. 129.25 15. A 6/2009 BANCO SANTANDER STOCK DIVIDEND PLAN 726 22 624 . 50. 363.11 CIIQTAT~~ w ---• - ••+~ wncWLt h-1 GRAND TOTAL SCHEDULE F•2 3 4,254.76 67 REV-1511 EX+(1p_09) ESTATE OF pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS Decedent's debts must be reported on Schedule [. ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION ~• DIMON FUNERAL HOMES, INC. 201 E. MARKET STREET, WILLIAMSTOWN, PA 17098 B. ADMINISTRATIVE COSTS: ~ ~ Personal Representative Commissions: Name(s) of Personal Representative(s) LORI E. LENYO RENOUNCED Street Address 5420 KARLSBURG PLACE City PALM HARBOR State FL __ ZIP 34658 Year(s) Commission Paid: 2. Attorney Fees: MURREL R. WALTERS, III 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 4' Probate Fees: CUMBERLAND COUNTY REGISTER OF WILLS 5. Accountant Fees: 6• Tax Return Preparer Fees: 7 TOTAL (Also enter nn i Ino o e,,,.,._:...._.. . I _ AMOUNT 8,456.00 4,375.00 388.50 If more space is needed, use additional sheets of paper of the same size. Vv~M `u'a"u' II ~ REV-1512 EX+ (12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS uc~NALD H. BEHNEY FILE NUMBER Report debts incurred by the decedent prior to death that re i ITEM ma ned unpaid at the date of death, including unreimbursed medical ex ens p es. N UMBER DESCRIPTION VALUE AT DATE 1. ADT OF DEATH SECURITY 39.36 2• JOSH GALLAGHER SNOW REMOVAL & MOWNING 815.00 3• VERIZON PHONE/CABLE 409.86 4• WEST SHORE EMERGENCY MEDICAL SERVICE AMBULANCE 125.37 5• UGI GAS 447.02 6• LOWER ALLEN TOWNSHIP SEWER/REFUSE 248.30 7• H&R BLOCK TAX PREPARATION 257.50 8• VIRTOS GROUP HOME INSPECTION 375.00 9• TERMINEX CONTRACT RENEWAL 344.34 10. TAXES PER CAPITA 9.80 11. 2011 COUNTY/TOWNSHIP REAL ESTATE TAXES 621.70 12. PPL ELECTRIC 313.50 13. PENNSYLVANIA AMERICAN WATE R WATER 348.10 14. STORAGE UNIT FURNITURE -HOUSE SELL 277.67 15. JOY DANIELS REAL ESTATE COMMISSION 395.00 TOTAL (Also enter on Line 10 Recapitulation) ~ S It more space Is needed Insert addlUonal sheets of the same size. Continuation of REV-1500 Inheritance Tax Return R esident De cedent DONALD H.BEHNEY Decedent's Name Paget 21 11 0312 File Number Schedule I -Debts of Decedent, Mortgage Liabilities, ~ Liens ITEM NUMBER DESCRIPTION 16. ADVANTAGE MEDICAL TRANSPO RT AMBULANCE AMOUNT 150.00 17. VISA CREDIT CARD 79.98 18. HARDWARE PAINT, PAINT SUPPLIES, BOXES & PACKING TAPE 550.00 19. STEVE BRINKS CIRCUIT BREAKER REPAIR TO HOME 810.00 SUBTOTAL SCHEDULE I 1,589.98 GRAND TOTAL SCHEDULE I 3 6,617.50 REV-1513 EX+!Ot-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT reT w r.- .. ~..... ~ ~. vr; DONALD H. BEHtuFv SCHEDULE J BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY j. TAXABLE DISTRIBUTIONS [Include out ' ht spousal distributions and transfers under Sec. 916 (a) (1.2).] 1 • LORI E. LENYO 5420 KARLSBURG PLACE PALM HARBOR, FL 34658 2• MICHAEL D. BEHNEY 8 POMO COURT DILLSBURG, PA 17019 FILE NUMBER: 21 11 031: RELATIONSHIP TO DECEDEN' Do Not List Trusten~a~ Lineal Lineal AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROP II. NON-TAXABLE DISTRIBUTIONS: RIATE. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET If more space is needed, use additional sheets of paper of the same size. a