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Home My WebLink About02-15-12COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT LAVERTY BRUCE A 9806 HARVEY COURT AKERSFIELD, CA 93312 fold ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 199-01-9770 2111-0647 LAVERTY LEO E 02/ 15/2012 02/15/2012 CUMBERLAND 05/28/2011 TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTY SEAL CHECK#111 INITIALS: HEA RECEIVED BY: REV-1162 EX(11-96) NO. CD 015593 $10,352.95 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ACN ASSESSMENT AMOUNT CONTROL NUMBER 1505610140 --~ REY-~ ~ V O IX X01-10} OFFICIAL USE ONLY PA Department of Revenue Catetty Code Year File Number'y Bureau of Indhridual Taxes INHERITANCE TAX RETURN 2 1 1 1 PO BOX 280601 RESIDENT DECEDENT Harrisb PA 17128-0601 ENTER DECEDENT iNFORMATtON BELOW Date of Birth ~~ Sodal Security Number Date of Death MMDDYYYY 199 01 9770 05282011 12261919 Ml Decedent's fast Name Suffix Decedent's First Name L E 0 E L A V E R T Y (H Applicable) Enter Surviving Spouse's Information Below Suffix Spouse's First Name: Spouse's Last Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE VYITH THE REGISTER OF WILLS MI FILL Ni APPROPRIATE OYALS BELOW turn l R ^ 3. Remainder Return (date of d~th a 1.Original Return ^ e 2. Supplementa prior to 12-13-82) t t E ~ 4a. Futtre Interest Compromise (date of ~ 5. Federal Estate Tax Return Required e a s A. Limited ^ death after 12-12-62) Total Number of Safe Deposit Boxes 8 ® 6. Decedent Died Testate ^ 7. Decedent Mairttairred a Living Trust (Attach Copy of Trust) . (Attach COPY of wnq Received d ^ 10. Spousal Poverty Credit (date of death ~] '11. Elec#ion to tax under Sec. 9113(A) O) h Sch Att s ^ 9. Litigation Procee between 12-31-91 and 1-1-95) . ac ( BE DptECTED T0: I ml1 THIS SECTION MUST BE COMB-EYED. ALL CORRESPONDENCE AND CONFIDENT p nn T m ~ CORRESPONDENT - ~ e N e Telepho a i yt Name R R E L W A L T E R S I I I E S Q 717 697 41~~50 _~ M U REGISTER ~J l.8 USE Y -' ' ~ ~; ~r ; C'' _ ~~I C''-t f ~' !`'f n ~ fCl First Iine of address ~ ~ rrt•7 ,,,~ sTk~1 ~A ~'~ l..-.l f'. _.1 ~" ~ ~ ~ '~ ~ 5 4 E A S T M A I N S T R E E T `,~ ~~ ~,, -r Second line of address '' z w '~~t-'x ~,7 --~ ~ n, ~ . TE FILED State ZIP Code DA Ciry or Post Office M E C H A N I C S B U R G P A 1 7 0 5 .5 Corespondent's e-mail address: and ~~, of u I d re that 1 have examined this return. including accomparrying schedules and statements and to the hest of my knowledge Under penaltles Dml ry. ~ ~ o>~ than the personal representative Is based on all IntormaUon of which preperor has any knowledge. K is hue, correct and corn DATE SIGNATU P PONS F FILING RETURN ~TtB 9 i ZAIZ AdDt~SS / l A ~ » ~- c BRUCE A• AV Y 9806 HARVEY COURT BAKERSFI DA~ SIGNAIlJRE p THAN REPRESENTATIVE ~~ Z f~• ADDRESS MURREL ALTERS, III' SPLEEA,SEUSEOR IIGNALFORMOANLYCSBURG PA 17055 Side 1 1505610140 1505610140 J 1505610240 REV-1500 EX De;cedent's Social Security Number 1 9 9 0 1 9 7 7 0 Decedent's Name: LEO E• L A V E R T Y RECAPITULATION 1. • 1. Real Estate (Schedule A) .......................................... . 2. 2. Stocks and Bonds (Schedule B) ..................................... . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. ......................... 4 7 4 1 8 4. 8 3 4. Mortgages and Notes Receivable (Schedule D) 4' 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6 2 9 0 0. 8 2 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous N~Prso patraterBilling Requested ....... 7. ' (Schedule G) 8 5 3 7 0 8 5. 6 5 8. Total Gross Assets (totalLines1through7) ......•••••••••••••••••••~• • 9 1 5 2 5 8. 1 4 9 Funeral Expenses and Administrative Costs (Schedule H) ............ ..... . . 9 5. 2 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ....... ...... 10. 11 1 5 3 5 3. 3 4 11. Total Deductions (total Lines 9 and 10) ......................... ...... . 12• 5 2 1 ? 3 2 . 3 1 12. Net Value of Estate (Line 8 minus Line 11) ...................... ...... 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 Q . 0 0 an election to tax has not been made (Schedule J) ............... ....... . 14. ...... Net Value Subject to Tax (Line 12 minus Line 13) ........ . ....... 14. 5 2 1 7 3 2. 3 1 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 Q~ Q Q 15 0. 0 0 (a)(1.2) X •0 16. Amount of Line 14 taxable 5 2 1 7 3 2. 3 1 1s. 2 3 4 7 7. 9 5 at lineal rate X •045 17. Amount of Line 14 taxable 0 ~ Q Q 17 0 • 0 0 at sibling rate X .12 18. Amount of Line 14 taxable 0 . Q 0 18. 0 • 0 0 at collateral rate X .15 19 2 3 4 7 7.9 5 19. TAX DUE ...................................................... 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ Side 2 1505610240 1505610240 J File Number REV-1500 EX Page 3 21 11 0847 Decedent's Complete Address: - DECEDENT'S NAME LEO E.LAVERTY STREET ADDRESS ~dn MESSIAH CIRCLE CITY STATE MECHANICSBURG PA Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments 1.2,500.00 A. Prior Payments 625.00 B. Discount 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. (3) (4) 0.00 5 10,352.95 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. ( ) Make check payable 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 : ...................................................................... ^ 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? ....................................................... ^ ^ 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" orpayable-upon-death bank account or security ai his or her death? ......... ^ ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which ^ ^ contains a beneficiary designation? .................................................................................................. 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 Jan.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 al: 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 perr;ent [72 P.S. §9116(a)(1.3)]. Asibling is defined, undo Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ZIP 17055 (1) 23,477.95 Total Credits (A + B) (2) 13,125.00 REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT FILE NUMBER ESTATE OF 21 11 0847 LEO E.LAVERTY Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 33,987.54 ~, PNC BANK CHECKING 2, PNC BANK SAVINGS 3. PNC BANK CD 4, PNC BANK CD 5, PNC BANK CD 6, PNC BANK CD 7, MEMBERS 1ST FEDERAL CREDIT UNION SAVINGS g, MEMBERS 1ST FEDERAL CREDIT UNION MONEY MARKET TOTAL (Also enter cm line 5, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) 13,481.29 16,198.22 121,136.56 160,770.29 78,605.93 5.00 50,000.00 7 REV-1509 EX+ (07-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY•OWNED PROPERTY FILE NUMBER: ESTATE OF: 21 11 0847 LEO E. LAVERTY If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. ADDRESS RELATIONSHIP TO DECEDENT SURVIVING JOINT TENANT(S) NAME(S) 9806 HARVEY COURT SON A. BRUCE A. LAVERTY BAKERSFIELD, CA 93312 B. C. JOINTLY-OWNED PROPERTY: LETTER ITEM FOR JOINT NUMBER TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. 1. A. 1112008 MEMBERS 1ST FEDERAL CREDIT UNION CD 2. A. 11!2008 MEMBERS 1ST FEDERAL CREDIT UNION CD OF DATE OF DEATH DATE OF DEATH DECEDENT'S VALUE OF VALUE OF ASSET INTEREST DECEDENT'S INTEREST 64, 220.31 50. 3 2,110.16 61,581.32 50.~ 30,790.66 TOTAL (Also enter on Lirle 6, Recapitulation) I $ 62,900.82 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER LEO E. LAVERTY 21 11 0847 Decedent's debts must be reported on Schedule I. ITEM AMOUNT NUMBER DESCRIPTION A, FUNERAL EXPENSES: 5,288.67 1. MALPEZZI FUNERAL HOME, MECHANICSBURG 2. FUNERAL LUNCHEON 288'97 3, ORGANIST HONORARIUM 700.00 4. PASTOR HONORARIUM 1,200.00 5. SOUND MAN HONORARIUM 200.00 6. INDIANTOWN GAP NATIONAL CEMETARY 2,500.00 g, ADMINISTRATIVE COSTS: ~, Personal Representative Commissions: Name(s) of Personal Representative(s) BRUCE A. LAVERTY (RENOUNCED) Street Address 9806 HARVEY COURT City BAKERSFIELD State CA ZIP 93312 Year(s) Commission Paid: 2 Attorney Fees: MURREL R. WALTERS, III 4,550.00 3, Family Exemption: (tf 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 530.50 5 Accountant Fees: 6. Tax Return Preparer Fees: 7. TOTAL (Also enter on Line 9, Recapitulation) S 15.258.14 If more space is needed, use additional sheets of paper of the same size REV-1512 EX+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER LEO E. LAVERTY 2:1 11 0847 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. AMBULANCE 95.20 TOTAL (Also enter on i-ine 10, Recapitulation) I $ If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (Ot-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: SCHEDULE J BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSgON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [IncluSec. 9116 (aj (~ ~>I,distributions and transfers under 1. BRUCE A. LAVERTY 9806 HARVEY COURT BAKERSFIELO, CA 93312 FILE NUMBER: 21 11 0847 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Lineal AMOUNT OR SHARE OF ESTATE I ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF~ REV-1500 COVER SHEET, AS APPROPRIATE. Ij, NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ 0.00 If more space is needed, use additional sheets of paper of the same size.