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Home My WebLink About01-03-12 (3)J 1505610105 REV-1500 °`~~~"'~~''~ OFFICIAL USE ONLY ~.~ PA Department of Revenue Penn Krn~_nia Courrty Cade Year File Number POBOX2I8o6oidualTaxes ~ INHERITANCE TAX RETURN ~f ~ , Harrisburg, PA iT~z8-o6o1 RESIDENT DECEDENT /t,, ~ j J / i ~ ~ 6 ENTER DECEDENT INFORMUITION BELOW Social Security Number Date of Death MMDDYYW Date of Birth MMDDYYYY 177-24-7203 04/08/2011 !; 09/01/1929 1----- .-- - ----_ __ _ _.__.. _ _ ' ____ --- -- -- - _ _ . -- ---J Decedent's Last Name Suffix Decedent's First Name MI_ _ -- -_ _ - - , _ _ , +Lenhart Carolyn ~ ~ M __~ (HApplkable) Enter Surviving Spoutse'a Information Below Spouse's Last Name Suffix SpciUSe's First Name MI Spouse's Social Security Number !~------ - -~------- - THIS RETURN MUST BE FILED IN DUPLICATE IMTH THE ______ -___________._.___!. REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW an 1.Origlnai Retum O 2. Supplemental Retum O 3. Remainder Rehm (Date of Death Prbr to 12-13-82) Q 4. Limited Estate Q 4a. Future Interest Compromise (date of O 5. Federel Estate Tax Retum Required death after 12-12-82) O d. Deoedent Died Testate O 7. Decedent Mainfalned a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy o1 Will) (Attach Copy of Trust) O 9. LNigatbn Proceeds Reosived O 10. Spousal Poverty Credit (Date of Death O 11. Electlon to Tax urxier Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTU-L TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number J Charles James Lenhart, Jr ----- ---- ------- --_.__. (717) 975-3931 r..y First Line of Address ........_... i 9 Ovis Drive Second Line of Address -- - - _- - _ City or Post Office Mechanicsburg -- State ZIP Code PA ' 17055 REGISTER OF USE ONLX,> ~ ~~- n ~ r~ ' ~~ > G ~ P ( ~' . C!1 ~ .. CrJ { ~ ' . .~ n~ . .0 ~ '~- z ~--- ~ r DA~ FILED ,: --_. -- .... correspondent's.-man adores: c~lenhart@comcast.net Under penaRies of perjury, I declare that I have examined this return, including ac~mpanying schedules and staterneMS, and to the hest of my knowledge and beliet, it is true, oared and complete. Declarelion of pseperer other than the personal representative is based on all information of which preparer has any knowledge. SI OF RS ES E F FILING RETURN pgTE ` ~j 01/02/2012 ADD E ~ ±'AG "G", ~ ~ % ~~ SIGNATURE OF PREPARER,OTHER THAN REPRESENTATIVE pTF ADDRESS PLEABE USE ORKiINAL PORM ONLY Side 1 L 1505610105 1505610105 1505610205 REV-1500 EX (FI) D S ecedenYs ocial Security Number - , gecederd's Nerve: Carolyn M. Lenhart ~ 177-24-7203 RECAPITULATION _ ~_ 1. Real Estate ScheduleA .......................................... ( ) ... 1. 'i ~~ 150,000.00 '' 2. Stocks and Bonds Schedule B ( ) .................................... ... 2. 24,871.35 3. Closely Held Corporation, Partnership or Solo-Proprietorship (Schedule C) .. ... 3. 0.00 4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. 0.00 '~ 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. ~, ~~ 81,355.93 II 6. Jointly Owned Property (Schedule F) O Separate Baling Requested .... ... 6. ~ 0.00 7. Inter-Viwos Transfers & Miscellaneous Non-Probate Property ' (Schedule G) O Separate Billing Requested..... ... 7. ',~ 0.00 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. I 256,227.00 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. ~ 8,637.73 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ ... 10. 2,855.54 i 11. Total Deductions (total Lines 9 and 10) .............................. ... 11. j 11,493.27' 12. Net Value of Estate (Line 8 mthus Line 11) ........................... ... 12. i 244,733.73. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............ 13 1 j 0.00 14. Net Value Subject to Taz (Line 12 minus Line 13) ..................... ... 14.' 244,733.73 ~ TAX CALCUU-TION -SEE lNS7RUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 -- _ --- -_- ' ---_--~-, ~ ^--- ---~- ~--~ (ax1.2) X .Oi ~ 15. 16. Amount of Line 14 taxable at lineal rate x .0 ~ ! 1 s. ! 11, 012.98 17. Amount of Line 14 taxable ~ at sibling rate X .12 17. !, 18. Amount of Line 14 taxable at collateral rate X .15 i J 18. j II I 19. TAX DUE ...................................................... ... 19.x! 11,012.98 Side 2 L 1505610205 20. FILL tN THE OVAL tF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505610205 O J REV-1502 D(+ (01-30) Pennsylvania SCHEDULE A DEPARTMENT OF REVENl1E REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Carolyn Marie Lenhart 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 wilting buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. (teal Property that is jointly-owned with right of survivorship must be disclosed on Schedule F. 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. V OF DEATH DESCRINTION 1 ~ 16 Chestnut Street Camp Hill, PA 150, 000.00 - TOTAL (Also enter on Line 1, Recapitulation.) ; 150,000.00 If more space is needed, use additional sheets of paper of the same size. • • r~-Z5o3 EX+ t7-ii) Pennsylvania DEPAMMENi OF PEVENUE INHERITANCE TAX RETURN RESIt~NT DECADENT scN~ou~ s STOCKS ~ BONDS ESTATE OF FILE NUMSER Carolyn Marie Lenhart All property jointly owned with ~iyht of survivorship must be discbsed on Sd~edule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1' Citizens Investent Services Account L7C-027715 22,338.05 2 `Delaware Investments Delaware Foundation Fund A Account 44816000834801 1,435.22 3 Prudential Financial Incorporated Account 744320102 1,108.08 TOTAL (Also enter on Line 2, Recapitulation) ; 24,881.35 If more space is needed, insert additional sheets of the same size REV-y5o8 EX+ (11-io) Pennsylvania DEPARTMENT OF REVENUE INF1ERTfANCE TAX RETURN RESIDENT DECEDENr SCNEpt~LE E CASH, BANK DEPOSITS 8c MISC. PERSONAL PROPERTY ~~~ ~~ FILE NUMBER: Carolyn Marie Lenhart Indude the proceeds of litiflation and the date the proceeds were received try the estate. All property jointly owned witlr right of survivorship must be disNoscd on Scheduk F. 1. Citizens Investment Services Private Label IRA Account L7C-027740 2 2007 Ford Edge 3 2007 Fwd Escape 4, ;:Citizens Bank Checking and Savings Account Account 6533 5. 'Household Items VALUE AT DATE OP DEATH 19,100.25 12,000.00 9,000.00 39, 755.68 1, 500.00 TOTAL (Also enter on Line 5, Recap(tulation) # 81,355.93 If more space is needed, use additional sheets of paper of ti~ same size. • • • REV-1511 IX+ (10-09) Pennsylvania SCHEDULE H DEPARTMENT OF gEVENUE FUNERAL EXPENSES AND ira'En'T""cE Tf''c'u:ruR" ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Deaderrt'a debt must be reporb:d Wr Shcedule I, il'EM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Parlhemore Funeral Home ....8,144.23 e. ADMINISTRATNE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Charles J. Lenhart, Jr. street Address 9 Ovis Drive city Mechanicsburg slate PA ZIp 17055 Year(s) Commission Paid: 150.00 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as daimant's, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 343.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. _ TOTAL (Also enter on Une 9, Recapitulation) $:; 8,637.73 if more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERrrANCE 7Ax RETURN MORTGAGE LIABILITIES 8t LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Carolyn Marie Lenhart Report debt incurred by the deadeM prior to death that remained unpaid at file date of death, ineludinp unreimbunsed medical expenw. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• Verizon Telephone 52.28 2. PPL Electric 89.24 3. `Pennsylvania American Water 73.62 4. ; SeNice Oil Company 240.00 5. `biscover Card 86.82 6. A T & T Long Distance 16.99 7. Lower Allen Township sever and refuse 103.95 8. °Comcast Cable 192.64 9. Hospice of Central Pennsylvania 2, 000.00 . n 855 54 2 I TOTAL (Also enter on Llne 10, Recapitu atw) . , ; If more space is needed, insert additional sheets or the same Sze. REV-1513 IX+ (O1-10) Pennsylvania SCHEDULE ] DEPARTMENT OF REVENUE INHERITANCE TAX RETURN ¢ENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Carol n Marie Lenhart RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Indude outright spousal distributions and transfers under Sec. 9116 (aj (1.2j.] 1• Charles J. Lenhart, Jr. Son 100% 9 Ovis Drive '!Mechanicsburg, PA 17055-4865 ENTER. DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. ., 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.