The URL can be used to link to this page

Home My WebLink About05-24-121505610140 REV-1500 EX ~°'.'°' PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po Box 280601 INHERITANCE TAX RETURN - Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 ~ `;,' L~` "~~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 3 0 1 2 0 1 2 1 2 2 7 1 9 4 0 Decedent's Last Name Suffix Decedent's First Name MI G E B H A R D R U T H E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name 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 0 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number J A C Q U E L I N E A K E L L Y 7 1 7 5 4 1 5 5 5 0 REGISTER OF WILLS USE ONLY j ,"" -1 ~ I First line of address C,-~ r ^_ ~ ' 8 4 5 S I R T H O M A S C O U R T ~ `-;~ - ' r i~ Second line of address ! ' ~ r`,~ ~ , I ,~-- ~ ' Cit P t Offi - _•~ ~'TE FILED ' y or os ce State ZIP Code , - - ~.. ~. , _ __ _- ~ ~ H A R R I S B U R G P A 1 7 1 0 9 ~ f _, .,~ ~~ ~: -V7 Correspondent's a-mail address: JACKIEJLB~VERIZON.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. SIGN TURE OF PERSON RE ONSIBLE FOR FILIN ETURN MATE 314 LANCASTtER AVENUE ENOLA PA 17025 SIG R O~~RF~~RER OT,,kri A)~EPRESENTATIVE DATE 8`x+5 "SIR THOMAS COURT, SUITE 12 HARRISBURG PA 17109 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 J 1505610240 REV-1500 EX Decedent's Social Security Number Decedent's Name: RUTH E• G E B H A R D 2 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. 1 1 5 2 1 . 7 5 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 6. 4 7 1 2 2 . 9 1 7. Inter-Vivos Transfers & Miscellaneous Nan-Probate Property (Schedule G) u Separate Billing Requested .... ... 7. D . 0 0 8. Total Gross Assets (total Lines 1 through 7) ........................ ... 8. 5 8 6 4 4 . 6 6 9. Funeral Expenses and Administrative Costs (Schedule H) ............... ... 9. 1 6 3 8 1 . 8 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .......... ... 10. 6 D 5 9 . 5 3 11. Total Deductions (total Lines 9 and 10) ............................. .. 11. 2 2 4 4 1 . 3 3 12. Net Value of Estate (Line 8 minus Line 11) .......................... .. 12. 3 6 2 D 3 • 3 3 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. 3 6 2 0 3 . 3 3 TAX CALCULATION -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.o _ 0 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .045 3 6 2 D 3. 3 3 1s. 1 6 2 9. 1 5 17. Amount of Line 14 taxable at sibling rate X .12 D D D 17. D. D D 18. Amount of Line 14 taxable at collateral rate X .15 D D D 1 g, 0. D D 19. TAX DUE .................................................... ..19. 1 6 2 9. 1 5 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610240 1505610240 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 0 0 DECEDENT'S NAME RUTH E. GEBHARD STREET ADDRESS 1320 4th Street CITY __ Enola I STATE '~ PA __ - __ I ZIP 17025 Tax Payments and Credits: ~ • Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 81.45 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 1,629.15 Total Credits (A + B) (2} 81.45 (3) (4) 0.00 (5) 1,547.70 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 : ...................................................................... ^ Q b. retain the right to designate who shall use the property transferred or its income; ............................... ^ ^X 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? ....................................................................................... ^ 0 3. Did decedent own an "intrust for" orpayable-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? .................................................................................................. ^ 0 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 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. REV-1508 EX+ (11-10) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: RUTH E. GEBHARD 21 0 0 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. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2007 Toyota Camry 10,182.00 (See attached Kelley Blue Book value) 2. 1996 Chevrolet Cavalier 523.00 (See attached Kelley Blue Book value) 3. US Treasury; 2011 Tax Refund 536.00 4. State Farm Mutual Insurance; car insurance refund 223. 75 5. SERS final payment 57. 00 TOTAL (Also enter on Line 5, Recapitulation) I $ 11 521 7 If more space is needed, insert additional sheets of paper of the same size REV-1509 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY•OWNED PROPERTY ESTATE OF: FILE NUMBER: RUTH E. GEBHARD 21 0 0 If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) 1320 Fourth Street Enola, PA 17025-3192 daughter ADDRESS RELATIONSHIP TO DECEDENT A. Marcia R. Feschuk B. Daniel T. Gebhard c JOINTLY-OWNED PROPERTY: 314 Lancaster Avenue Enola, PA 17025 son ITEM NUMBER LETTER FOR JOINT 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. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTERESI 1. A. 5/15/07 1320 Fourth Street, Enola PA 17025; 69,600.00 50. 34,800.00 Parcel No. 45-17-1044-163 Tax Assessment = $69,600 x 1.0 CLR = $69,600 (See attached Deed) 0.00 2. B. 1982 M&T checking account 20,284.89 50. 10,142.45 Acct#950569225 3. B. 1982 M&T savings account 4,360.91 50. 2,180.46 Account #**`*7237 TOTAL (Also enter on Line 6, Recapitulation) $ 47 122.91 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 esrarE of FILE NUMBER RUTH E. GEBHARD 21 0 0 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Sullivan Funeral Home 2. Woodlawn Memorial Gardens; grave marker 3. Giant Foods; funeral luncheon 4. Pastor Smith; clergy fee B. 2 3 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State Year(s) Commission Paid: attorney Fees: Jan L. Brown & Associates Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant ZIP 8, 340.00 6,702.00 253.80 100.00 800.00 Street Address City State ZIP Relationship of Claimant to Decedent 4• Probate Fees: 5 Accountant Fees: 6. Tax Retum Preparer Fees: Liberty T2X SerVICe 7. Cumberland County Register of Wills; ITR fee TOTAL (Also enter on Line 9, Recapitulation) I $ If more space is needed, use additional sheets of paper of the same size. 171.00 15.00 16 REV-1512 EX+ (12.08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE( DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS ~~ i r.i ~ yr FILE NUMBER RUTH E. GEBHARD 21 0 0 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. West Shore EMT; outstanding medical bill 113.03 2. Kantor & Thatch Associates; outstanding medical bill 97.31 3. (Members 1st Federal Credit Union; payoff of outstanding car loan 4. I Home Solutions Services; outstanding medical bill TOTAL (Also enter on Line 10, Recapitulation) I $ If more space is needed, insert additional sheets of the same size. 5, 729.19 120.00 ATTACHMENT TO REV-1500 ESTATE OF RUTH E. GEBHARD 21 _ Applicable inheritance tax liability has been computed as follows: FILE NUMBER Assets Beneficia Received Less Debts Subtotals Tax Marcia R. Feschuk $34,800.00 $34,800.00 $1,566.00 Sch F $0 Daniel T. Gebhard $12,322.91 -$12,322.91 $0.00 $0.00 Sch F $11,521.75 Daniel T. Gebhard (Sch Eand -$10,118.42 $1,403.33 $63.15 Marcia R. Feschuk Sch G) Gay Y. Klinger George J. Gebhard SUBTOTAL: $1,629.15 Less 5% Discount: - 81.45 TOTAL TAX DUE: $1,547.70 Payable To: DEBBIE LUPOLD, TREASURER Office Hours: MONDAY THRU THURSDAY 9:00-4:00 Bill No: 146 98 S ENOLA DRIVE; ROOM 101 Bill Date: 3/1!12 ENOLA, PA 17025 Control N o:454,5000391 ~~ ~ PHONE (717) 901-9 92 MAP NO: 45-17-1044-163. Desc: 1320 FOURTH STR ET Acres 0.07 I~AR 0 7 2 II POu L~IOT(S 20 II8 21II ~ IIIIIIVIIIIIIUIIIIIIIIAIIIIIIIIIIIIIIUII'IIItiII NR~T PENNSI $1.00 FEE FOR ADDITIONAL SC Tax Payer GEBHARD, RUTH E 8 MARCIA R FESCHUK 1320 FOURTH STREET ENOLA, PA 1)025-3192 Ass d Value: Land: 16,800 Improvement: 52,800 Total: 69,600 ou ty RE Discount 1.902 $129.73 Face $132.38 Penalty $145.62 ou ty lib .143 $9.75 $9.95 $10.95 TWip Boro 0.957 $65.26 $66.61 $73.27 AMOUNT DUE If Date Of Payment Is On 4.76 5208.94 3/1!1 thrn-41S01T~ 5/1/12 thru 6130/12 5229.84 7/1/12 or Later TAXPAYER'S COPY -KEEP THIS PORTION FOR YOUR RECORDS DEBBIE LUPOLD, TREASURER 98 S ENOLA DRIVE; ROOM 101 ENOLA, PA 17025 TEMP - RETURN SERVICE REQUESTED OFFICIAL COUNTY MUNICIPAL TAX BILL rill,lril,rri~llllii'illllnlll~~lll,rrllllul,lrrr„I'n~lllll ~~„0.,46 ~;!+,~ GEBHARD, RUTH E ~` 8 MARCIA R FESCHUK 1320 FOURTH STREET ENOLA, PA 17025-3192 87110-146 - ~ ~~~ i ~ ~ ,. ~Bee~ ~ FILE THIS INDENTURE, made the_ ~' day of ti~ _, in the year Two Thousand Seven (2007). c; BETWEEN RUTH E. GEBHARD, of East Pennsboro Township, Cumberland Couri#~, Pennsylvania, GRANTOR rv rte; A ~ N --~ - D ~`` r- C.J RUTH E. GEBHARD, of East Pennsboro Township, Cumberland County, Pennsylvania, and MARCIA R. FESCHUK, of East Pennsboro Township, Cumberland County, Pennsylvania, as joint tenants with right of survivorship and not as tenants in common, GRANTEES. W I T N E S S E T H, That in consideration of the sum of One (1.00) Dollar, in hand paid, the receipt whereof is hereby acknowledged, the said Grantor does hereby grant and convey to the said Grantees, their heirs and assigns, ALL THAT CERTAIN parcel of ground situated in East Pennsboro Township, County of Cumberland and State of Pennsylvania, being part of Lots 20 and 21 in the plan of lots laid out by the Trustees of the Estate of James McCorn~ick, deceased, recorded in the Recorder's Office at Carlisle, Pa. in Deed Book "G", Vol. 6, page 600. B E G I N N I N G on the western line of Railroad (Fourth) Street at a point twenty-five (2S) feet south of the southern line of lot No. 19; thence along the western line of Railroad (Fourth) Street twenty-one and one-fourth (21 '/4) feet, more or less, to a point; thence in a westerly direction along the line running through the center of the partition wall of the double house erected in part on the herein described lot one hundred forty (140) feet, more or less, to a point on the eastern line of a 20- foot alley; thence in a northerly direction along the eastern line of said 20-foot alley twenty-one and one-fourth (21 '/4) feet, more or less, to a point twenty-five (2S) feet south of the southern line of Lot No. 19; thence at a right angle to said alley in an easterly direction along the southern line of lands now or formerly of J. Frank Hawbaker, one hundred forty (140) feet, more or less, to a point, the place of BEGINNING. Having thereon erected the northern half of a two and one-half (2 ''/z) story double frame dwelling house, numbered 320 Fourth (Railroad) Street, West Fairview, Pennsylvania. B E I N G the same premises which Sarah B. Ankerbrandt, by her Deed dated March 1, 1967, and recorded in the Recorder of Deeds in and for Cumberland County, Pennsylvania, on March 1, 1967 in Deed Book G, Volume 22, Page 385, granted and conveyed unto Ruth E. Gebhard, the Grantor herein. e~, _ ~?bt~ r,~i: X26 T O G E T H E R with all and singular the buildings, improvements, ways, woods, waters, watercourses, rights, liberties, privileges, hereditaments and appurtenances to the same belonging or in anywise appertaining; and the reversion and reversions, remainder and remainders, rents, issues and profits thereof, and of every part and parcel thereof; and also all the estate, right, title, interest, use, possession, property, claim and demand whatsoever of the Grantor both in law and in equity, of, in and to the premises herein described and every part and parcel thereof with the appurtenances. To have and to hold all and singular the premises herein described together with the hereditaments and appurtenances unto the Grantees and to Grantees' proper use and benefit forever. A N D the said Grantor does hereby covenant to and with the said Grantees that she shall and will warrant and forever defend the herein above described premises, with the hereditaments and appurtenances, unto the said Grantees and assigns, against the said Grantor and against every other person lawfully claiming or who shall hereafter claim the same or any part thereof, by, from or under any of them. THIS TRANSFER IS EXEMPT FROM TRANSFER TAX AS A TRANSFER FROM A PARENT TO CHILD. IN WITNESS WHEREOF, the said Grantor has caused these presents to be duly executed the day and year first above written. Signed Sealed and Delivered in the Presence of .~r.~~L ~~'~ S'C-~ /~-~-~.~~fo ,lam/D~~-' SEAL) fitness RUTH E. GEBHARD ... ~. COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS. On this, the ~ .~~ day of 2007, before me the undersigned officer, personally appeared Ruth . Gebhard known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purpose therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. f 1 ~ ^ / ~ r ota Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL JACQUELINE A. KELLY, NOTARY PUBLIC LOWER PAXTON TWP., DAUPHIN COUNTY MY COMMISSION EXPIRES DEC. t1, 2007 I hereby verify that the precise address of the grantee herein is: 320 4`h Street West Fairview, PA 17025 l.~l - n B alf of Grantees COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. Recorded in the Office for Recording of Deeds in and for Cumberland County, Pennsylvania, in Record Book ,Page Witness my hand and seal of Office this day of , Anno Domini, 2007. Recorder /22/12 2007 Toyota Camry LE Sedan 4D Trade In Values -Kelley Blue Book ~~. ~~~ .; ~j ~~~~ r ~~1~~ ~U#r ~~~ "i'H6 7RU5iED aESOURGE ` x •€ '' _..._ ... `~ - '~ Used Car Trade-In Values ~~..,~.~ Trade-In/Sell Values 2007 Toyota Camry Style: LE Sedan 4D Trade-In Value Vehicle Highlights E cellent ' M :City 21/Hwy30 $12232 . Doors:4 Very ood $12 U32 Dri etrain: FlND , ~ A Class: Midsize Cars ood $11482 i i I Country of Origin: Japan - Ma Seating:5 ngine: 4-Cyl, 2.4 Liter Transmission: Automatic ody Style: Sedan Country of Assem ly: United States $10,182 ~~~ ,, Your Configured Options ...................................... ___ __ Our pre-selected options, based on typical equipment for this car. ^ Optans that you added while configuring this car. Engine 4-Cyl, 2.4 Liter Transmission Automatic Drivetrain FW D Braking and Traction ABS (4-Wheel) Comfort and Convenience Air Conditioning Power Windows Power Door Locks Cruise Control Steering Power Steering Tiff Wheel Entertainment and Instrumentation AM/FM Stereo ^ CD (Single Disc) Safety and Security Dual Air Bags Side Air Bags Seats Power Seat Wheels and Tires Steel Wheels iww.kbb.com/toyota/cam ryl2007-toyota-ramry/le-sedan-4d/?vehicleid=842828intent=trade-in-sell&mi... ~ / !20/12 1996 Chevrolet Cavalier Coupe 2D Trade In Values -Kelley Blue Book ~~?~. * , THE TRUSiE@ RESUYUBGE ~~ Kiley Bue Bak ° i i £ ~ ~ _ _ _ _.. ~, ~ Used Car Trade-In Values . r~ Trade-In/Sell Values Trade-In Value Excellent $998 Very Good $948 Good $823 Fai/'r $523 1996 Chevrolet Cavalier Style: Coupe ZD Vehicle Highlights MPG: City 21/Hwy 29 Max Seating: 5 Doors: 2 Engine: 4-Cyl, 2.2 Liter Drivetrain: FWD ' Transmission: Automatic EPA Class: Compact Cars ', Body Style: Coupe Country of Origin: United States ! Country of Assembly: United States Your Configured Options Our pre-selected options, based on typkal equipment for this car. ^ Options that you added while configuring this car. Engine Comfort and Convenience 4=Cyl, 2.2 L'Rer Air Conditioning Transmission Steering Automatic Power Steering Drivetrain Entertainment and Instrumentation FWD AM/FM Stereo Glossary of Terms Kelley Blue Book® Trade-in Value - 3% of all cars we value meet this criteria. This car boks new and is in excellent mechanical condition. It has never had paint or bodywork and has an interior and body free of wear and v~ible defects. The car is rust-free and does not need reconditioning. Its clean engine compartment is free of fluid leaks. It also has a clean title history, has complete and verifiable service records and will pass safety and smog inspection. Safety and Security Dual Air Bags Wheels and Tires Steel Wheels Kelley Blue Book® Private Party Value - 23% of au cars we value meet this criteria. This car has rww.kbb. comlchevroleUcavalier/1996-Chevrolet-cavalier/coupe-2d/?vehicleid=86758intent=trade-in-... 1 /