HomeMy WebLinkAbout08-08-12,J 1505610105
REV-1500Ex(oz_u)(FI)
PA Department of Revenue Pennsylvania OFFICIAL USE ONLY
Bureau of Individual Taxes °`°""'"`"T°`""'`""`
PO BOX z8oso> INHERITANCE TAX RETURN County Code Year File Number
Harrisbur , PA i'7i28-o60> RESIDENT DECEDENT .,~~ ~C
ENTER DECEDENT INFORMATION BELOW ~
Social Security Number Date of Death MMDDYYYY
-- _ Date of Birth MMDDYYYY
202-20-9047 , 11/24/2010 _. _ _ _ .
07/08/1926
Decedent's Last Name -
- Suffix Decedent's First Name
Ledebohm _
MI
Rhea
(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
O 1. Original Return ('~ 2. Supplemental Return
O 3. Remainder Retum (Date of Death
O 4. Limited Estate Prior to 12-13-82)
O 4a. Future Interest Compromise (date of
O 5. Federal Estate Tax Return Requir
death after 12-12-82) ed
O 6. Decedent Died Testate O 7. Decedent Maintained a Livin Trust
(Attach Copy of WiII) (Attach Copy of Trust
) 9 8. Total Number of Safe Deposit Box
es
.
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death
O 11. Election to Tax under Sec. 9113(A
Between 12-31-91 and 1-1-95) )
(Attach Schedule O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTI
Name
AL TAX INFORMATION SHOULD BE DIRECTED TO:
Daytime Telephone Number
L. Renee Lieux, Esquire -
_ _ _ _ (717) 731-1700
REGISTER OF WILLS USE rQt~LY
First Line of Address ~ ~~
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Bybel Rutledge LLP _ _ ~ ~
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Second Line of Address { ; , I
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.1017 Mumma Rd Ste 302 ~}
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City or Post Office ~r
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State ZIP Code
LED
Lemoyne _ __ ,_ ,
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PA 17043 ~. ca ~'`~
-
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Correspondent's a-mail address: lieux b belrutledge.COm
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowled
it is true, correct and complete. Declaration of preparer other than the personal re
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ve is based on all information of which preparer has any knowledge,
~ATURE OF PE~SOpON E FOR FILING RETURN ,
e
James H. Bailey, III, 3820`Cente~eld Road, Harrisburg, PA 17109
iIG~Q~,TURE OF P EPARE~THER THAN~EPRESENTATIVE
Bybel Rutledge LLP, 1017 Mumma Road, Suite 302, Lemoyne, PA 17043 `
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610105 1505610105
J
REV-1500 EX (FI)
1505610205
Decedents Name: Rhea L. Ledebohm Decedent's Social Security Number
-
RECAPITULATION 2Q2-2Q-9Q47
1. Real Estate (Schedule A) ...............
........................ .
.
.... 1.
2. Stocks and Bonds (Schedule B) ........ _.
............
...............
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... 2.
3
. ....
.
4. Mortgages and Notes Receivable (Schedule D) ......
.. ,
..............
.... 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)
...
6. Jointly Owned Property (Schedule F g q
Re nested
7
o
fl , . , . 5
1,248 80
w..
~ "
....
. Inter-Vivos Transfers & Miscellaneous No
n-PProbate Pr p
erty
(Schedule G) ... 6.
_. , ti
--
C~ Separate Billing Requested..... ... 7.
8. Total Gross Assets (total Lines 1 throw h 7
9 ) ......
_,
....................
9. Funeral Expenses and Administrative Costs (Schedule H).. ... 8. 1,248.80
....
..........
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ... 9.
_ 963.89
............ .. . 10,
11. Total Deductions (total Lines 9 and 10) ..... . . ... ~
m
"~~~ ~~
. . ...
...............
12. Net Value of Estate (Line 8 minus Line 11) 11. 963.89
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not bee 12
~_ ~ .
284.91
n made (Schedule J) ...... ,
...............
.. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) .... ~ ~ ~ `"`
....
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable 14
284.91
at the spousal tax rate
or
,
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable °`°
_. .. _._, 15.
_. e
at lineal rate X .0 _
... _~
17. Amount of Line 14 taxable °° _
. 16.
~
at sibling rate X .12
8548
~ "
~~~
18. Amount of Line 14 taxable
~~" 17.
10.26
at collateral rate X .15
199.44
..
-
AX DUE ..........
....... 18. 29.92
....................................... .19.
__ 40.18
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
O
l._._ Side 2
1505610205
1505610205 J
REV-1500 EX (FI) Page 3
Decedent's Complete Address: File Number
DECEDENT'S NAME
Rhea L. Ledebohm
STREET ADDRESS -- -----.-__.
355 S. Sporting Hill Road
clTV ---- ---- __ __
MechanicsburgSTATE ____--
PA
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments (1)
A. Prior Payments 0.00
- ---------
. Discount
-------------_.__...------- 0_.0_0
3. Interest Total Credits (A + B) (2)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3)
Fill in oval on Page 2, Line 20 to request a refund.
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
Make check payable to: REGISTER OF WILLS, AGENT.
ZIP --
17050
40.18
0.00
0.00
40.18
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIA
1. Did decedent make a transfer and: TE BLOCKS
a. retain the use or income of the property transferred ............... No
b. retain the right to designate who shall use the property transferred or its income ............................................
c. retain a reversionary interest .............................................................................................................................. ^
d. receive the promise for life of either payments, benefits or care? ......................................................................
2. If death occurred after Dec. 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? .............. ^ ^
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 survivin s us
is 3 percent (72 P.S. §9116 (a) (1.1) (i)].
9 po e
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 survivin s
[72 P.S. §9116 (a) (1.1) (ii)j. 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. g pouse is 0 percent
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(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)J. Asibling is defin(ed),
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-i5o8 EX+ (ii-io)
~~~~.R;,; Pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH BANK DEPOSITS & MISC.
INHERITANCE 7AX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
C.11AIt VF:
Rhea L. Ledebohm
FILE NUMBER:
21-10-1179
- - r-r-. -• ..... ~an~c ~icc.
Include the proceeds of litigation and the date the proceeds were received 6v rhP oer~ra
All oroeerrv ;~I..Hr~., ....._..~ .....~ -•-• - - -
REV-1511 EX+ (10-09)
a,` ,.
`~~ Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rhea L. Ledebohm
ITEM
NUMBER
A• FUNERAL EXPENSES:
L
Decedent's debts must be reported on Schedule I.
FILE NUMBER
21-10-1179
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s) James H. Baffle ,III
street Address 3820 Centerfield Road
city Harrisburg
State PA ZIP 17109
Year(s) Commission Paid: 2010
z• Attorney Fees:
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:
5• Accountant Fees:
6• Tax Return Preparer Fees:
~• Legal Advertising -January 2011
$• Gvemight Delivery Charges -Shipped 7/05/2011
s. Cumberland County Register of Wills -Filing of Final Accounting for Estate -December 2011
iD• Overnight Delivery Charges -Shipped 12107/2011
> > • Postage Expense -May 2011- March 2012
351.99
19.58
495.00
15.06
82.26
If more space is needed, use additional sheets of paper of the same size.
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
TOTAL (Also enter on Line 9, Recapitulation) I;
The Patriot-News Co.
2020 Technology p~yy
Suite 300
Mechanicsburg, PA 17050
Enquiries - 717-255-8213
BYBEL RUTLEDGE LLP
1017 MUMMA ROAD
SUITE 302
LEMOYNE
PA 17043
~e ~laMot Neu- Now you know
INVOICE ALL CHARGES ARE NET
.CT # NAME
AD O~ # pgTE EDITION
ADDT~. INFO
X372
BYBEL RUTLEDGE LLP ' TYPE OF CHARGE
AM_ OUNT
0002115666 12/20/10 REGULAR
>3~2
BYBEL RUTLEDGE LLP BOLD TEXT CHARGE $q 00
X372
BYBEL RUTLEDGE LLP 0002115666 12/20/10 REGULAR
i3~2
BYBEL RUTLEDGE LLP 0002115666 12/27/10 REGULAR BASIC AD CHARGE
X89.33
0002115666 01/03/11 REGULAR BASIC AD CHARGE $89.33
BASIC AD CHARGE $89.33
AFFIDAVIT CHARGE $5.00
TOTAL:
$276.99
REMITTANCE ADDRESS
The Patriot-News Co.
23794 Network PL
Chicago, IL 60673-1237
Please include the Account # or Ad Order # (above) with your remittance--Than
NOTE. This Invoice replaces the Order Confirmation which we previously sent with Proofs k You
of Publication
the Patriot-News Co.
2020 Technology Pkwy
Suite 300
Mechanicsburg, PA 17050
Inquiries - 717-255-8213
BYBEL RUT~EDGE LLP
1017 MOMMA ROAD
SUITE 302
LEMOYNE
~4e~ah~iotNews
NOw you knOW
PA 17043
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 18, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Holly Blain, being duly sworn acxording to law, deposes and says:
That she is a Staff Accountant of The Patriot News Co., a co
Commonwealth of Pennsylvania, with its principal office and place ofbsi~ess a 812 to 818 Market Street,rinthe C ofofhe
Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunda Patytn -
newspapers of genera! circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that
The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1g49 ~ of News
all have been continuously published ever since;
pectively, and
That the printed notice or publication which is securely attached hereto is exactly as printed and published in their re ular
daily and/or Sunday) Metro editions which appeared on the date(s) indicated below. That neither she nor said Compan is
interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the 9
place and character of publication are true; and y
That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statemenrt o'
behalf of The Patriot-News Co. aforesaid by virtue and pursuant fo a resolution unanimous)
stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recordin wolf Dy the
in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317.
9 Beds
PUBLICATION COPY
This ad # 0002195666 ran on the dates shown below:
December 20, 2010
December 27, 2010
January 03, 2011
',of January, 2011 A.D.
dl
COMMONwEAITN OF pENNSy1.VAA(Iq
No~rlel Seel
. LowerLower Paxtgt~ ~P.~ Demon ~~,
M ~ ~s-~anl~tes Nov. 26, 2011
ASSOCfatlon of Notayes
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (71 T) 2493166 Fax: (71 ~ 249-2663
January 7, 2011
Cumberland Law Journal is published every Friday by the Cumberland County
Bar Association and is designated by the Court of Common Pleas as the official legal
publication for Cumberland County and the legal newspaper for publication of legal
notices.
TO: Bybel Rutlege, Esquire
Rhea L. Ledebohm Estate Ref # 194-001
RE:
Legal advertisements must be received by Friday Noon. All legal advertising
must be paid in advance. Make all checks payable to: Cumberland Law Journal.
Advertisement inserted on the following dates:
December 24, December 31, 2010, and January 7, 2011
Advertising Cost $ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment received $ 0 .00
Total Amount Due $ 75.00
Payment received by
PROOF OF PUBLICATION OF NOTICE
1N CUMBERLAND LAW JOI7R1vA,](,
(Under Act No. 587, approved May 16, 1929}, P. L.1784
COMMONWEALTH OF PENNSYLVANIA ;
COUNTY OF CUMBERLAND
ss.
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal, on the following dates,
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
Editor
Ledebohm, Rhea L., deed.
Late of Mechanicsburg.
Executor: James H. Bailey, III,
3820 Centerfield Road, Harris_
burg, PA 17209.
Attornega: 8ybe1 Rutledge LLP,
1017 Mumma Road, Suite 302,
I.annyne, PA 17043.
a WURN`TO AND SUBSCRIBED before me this
7 of Janua_~ 2011
Notary
-..-`...r...
NOTARIAL SEAL
DEBORAH A COLLlNS
Notary Public
CARLISLE BOROUGH, CUMBERLAND COUNTY
My Commission Expires Apr 28, 2014
Page 2 of 2
Shipment Receipt
Add
,. ress Information
Ship to: Ship from:
Glenda Farner Strasbaugh L. Renee Lieux
Cumberland County Bybe1 Rutledge LLP
Register of Wills
1 COURT HOUSE SQ 1017 Mumma Road
CUMBERLAND Suite 302
COUNTY COURTHOUSE
CARLISLE, PA
17013-3323 Lemoyne, PA
US 17043
US
7I7-240-6345 717731170(?
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BYBEL RUTLEDGE z,r,P
ATTORNEYS AT LAW
1017 Mumuna Road, Suite 302
Lemoyne, PA 17043
December 7, 2011
Glenda Farner Strasbaugh
Cumberland County Register of Wills
Cumberland County Courthouse
One Courthouse Square
Room 102
Carlisle, PA 17013
Re: Estate of Rhea L. Ledebohm
File Number 2010-1179
Our File No.: 194-001
Dear Ms. Strasbaugh:
Telephone: 717.731.1700
Fax: 717.731.8205
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Please find enclosed an original and two (2) copies of the First and Final Account for the Estate
of Rhea L. Ledebohm and an original and two (2) ~pi~ of the Inventory for the same Estate. Also
enclosed is a check in the amount of $495, which represents:
$400 filing of the First and Final Accounting;
$ 80 advertising costs; and
$ 15 (cling fee for the Inventory.
The gross value of the Estate is $707,564.85, the distribution amount to the beneficiaries is
$560,945.96 and a reserve of $20,000.00.
We ask that you time-stamp the copies enclosed and return them to our office in the enclosed
self-addressed stamped envelope.
If you have any questions or need additional information regarding this Estate, please contact the
undersigned of this office.
Respec ully,
~Q' ~~
ybel Rutl dge LLP
L. Rende Lieux, Esquire
~~
LRL/djw
Enclosures
cc: James H. Bailey, III, Executor
FecEx,
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Automation INET
Tracking ID
Service Type
P
797874002209
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L Renes Lieux
Bybel Rutledge LLP
Glenda Farrier Strasbaugh
ackage Type
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1017 Mumma Road Cumberland County Register of
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1
LEMOYNE PA 17043 US 1 COURT HOUSE SO
CARLISLE PA 17013 US
Rated Weighs
Delivered 2,0Ibs, 0.9 kgs
Dec 08
2011 10:05
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Svc Area ,
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BYBEL R
D
LLP
Glenda Farner Strasbaugh
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Room 102
Carlisle, PA 17013
ATTORNEYS AT LAW
1017 Mumma Road, Suite 302
Lemoyne, PA 17043
August 7, 2012
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VIA CERTIFIED MAIL RETUI~IV KECEIPT
Re: Supplemental Inheritance Tax Return
Estate of Rhea L. Ledebohm
File No. 2010-01179
Our File No.: 194-001
Dear Ms. Strasbaugh:
Please fmd enclosed an original and two (2) copies of a supplemental inheritance tax return
with the supporting documentation on the Estate of Rhea L. Ledehobm. We are also enclosing a
check in the amount of $40.18 for the tax that is due.
Enclosed is an additional copy of this letter and tax return which we ask that you time stamp
and return to our office in the enclosed self-addressed stamped envelope.
If you have any questions please contact the undersigned. Thank you.
LRL/djw
Enclosures
cc: James H. Bailey, III, Executor
Respectfully,
~~
Bybel Rutledge LLP
L. Renee Lieux, Esquire
Telephone: 717.731.1700
Fax: 717.731.8205
Certified Mail, Return Receipt 7010 1670 0001 5125 3634
~j
BEGLEY LAW
GROUP,P~
Leaders in Planning for the Elderly and Disabled
August 2, 2012
Cumberland County Register of Wills
1 Courthouse Square
Room 102
Carlisle, PA 17013
RE: Estate of Darren Rager
Social Security Number: 160-82-2086
File No.: 2007-00969
To Whom it May Concern,
THOMAS D. BEGLEY, JR*
DANA E. BOOKBINDER*'I'
ETHAN J, ORDOG
SUSAN M. GREEN'+'
KRISTEN L. BEHRENS'I'
Enclosed please find two copies of Form REV-1500, the Pennsylvania Inheritance Tax
return for the above referenced estate. There is no tax due, as all proceeds went to the parents
and the decedent was under 18 at the time of death.
Also enclosed please find the following:
1 • Inventory
2• Notice of Estate Administratio
3 • n
Certification of Notice.
Please contact our office should you have any questions on the fore
i
go
ng.
Sincerely,
,.~_ ~
BEGLEY LAW GROUP
PC
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; ~ ESTATE & TRUST ADMINISTRATION
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509 S. Lenola Road, Building 7 • Moorestown, NJ 08057 • tel 856-235-8501 • ~~~~~
*Certified Elder Law Attorney by the National Elder Law Foundation(organization a faX 856.273.1 062 • BegleyLawGroup.com
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