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Home My WebLink About09-18-12J 1505610143 REV-1500 Ex,°'-'°' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania county cone vear File Number Bureau of Individual Taxes °uo^~"'~"r °~aErEauE PO 60X.280601 INHERITANCE TAX RETURN 21 06 00098 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Secury Number Date of Death Date of Birth 185 12 9428 12 04 2005 Decedent's Last Name LANDT Suffix Decedent's First Name MARION MI L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ n t. Original Return I ~ I 2. Supplemental Return ^ 3. Remainder Return (date of tleath ^ q. LimOed Estate ^ qa, FNUra Interest Compromise Coate oPoeam after 12-12A2) ^ 5. Federal Estate Tax Return Required O g Decedent Died TesUte (Atlach Copy of Will) ^ 7. (A ~er~t tPai~~jnea)a LNing Trusf 8. Total Number of Sare Deposit Boxes ^ 9. Litigation Pmceetls Receive0 ^ t0. b~$°i~reeni$~fr~~ddi~a~esgf death ^ it,Elecaon to taxuMer Sec. 9713(A) (Attach Sch. O) MI CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number EDMUND G MYERS (717) 761 4540 First line of address 301 MARKET STREET REGISTER OF WILLS USE Second line of address PO HOX 109 City or Post Office LEMOYNE Correspondent's e-mail address: Under oenatties o(periurv, I declare that I State ZIP Code PA 17043 DATE nGUding accompanying schedules antl statements, ant to the best of my knowledge personal represeMatlve is based on aN information of which preparer has any knowk DATE Linda L Niziolek __!~~1'':,>= / DATE EDMUND G. MYERS 'r~(7~1'/ '' ~' v C7 ("'~ n -'t'f R+J belief, 301 MARKET STREET, Lemoyne, PA Side 1 L 1505610143 150561U143 J /~ 1505610243 REV-1500 EX Gecedent's Social Security Number oarsaem•:N~ma: Landt, Marion L 185 12 9428 RECAPITULATION i. Real Estate (Schedule A) ...................................................................................... . 1. 2. Stocks and Bonds (Schedule B) ............................................................................ . 2. 3. Cbsely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)........ . 3. 4. Mortgages & Notes Receivable (Schedule D) ....................................................... . 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. . 5. 3 , 80 9 . 0 9 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous t~oq-Probate Property (Schedule G) Lj Separate Billing Requested............ 7, 6. Total Gross Assets (total Lines 1-7) .................................................................... . 8. 3 , 8 0 9 . 0 9 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... . 9. 4 65.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................. . 10. t 1. Total Deductions (total Lines 9 8 10) .................................................................. . 11. 4 65.00 12. Net Value of Estate (Line 8 minus Line t i) .......................................................... 12. 3 , 344.09 13, Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to taz has not been made (Schedule J) ............................................... 13. 74. Net Value Subject to Tax (Line 12 minus Lina 13) .............................................. . 14. 3 , 344 - 0 9 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 0 • 00 (a)(1.2) X .00 . 16. Amount of Line 14 taxable 0.00 16 0.00 at lineal rate X .045 . 17. Amount of Line 14 taxable 00 0 17 0.00 . at sibling rate X .t2 . 18. Amount of Line 14 taxable 3 344.09 1a. 501.61 , at collateral rate X .15 tg. ................................................................................:............. Tax Due ................... 1s. . 501.61 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Slde 2 1505610243 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-06-00098 DECEDENT'S NAME Landt, Marion L STREETADDRESS 2203 Page Street CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 501.61 2. Credits/Payments A. Prior Payments B. DiSfAUnt Total Credits (A + B) (2) 3. Interest (3) 157.85 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box 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. (5) 659.46 Make Check Pa able #o: 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 dght to designate who shall use the property transferred or its income :.................................. ~ ^x c. retain a reversionary interest; or ............................................................................................................... x 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? ..................................................................................................................... ^ 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? ................................................:................................................................. ^ ^x 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)j, For dates of death on or after January 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 trnsfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even'rf the surviving spouse is the only benefciary. 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)j. 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. Revd Btla E%i (8-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONN£ALTH OFPENNSYLVANW MNERRANCE TA%RENRN RESIDENT pECEDENT ESTATE OF Marion L Include the Proceetls or litipelron entl the tlate the proceetls were received by the estate. All pmparry jo ntlyovmetlwlth the right of eurvivorehip must tre dlaeloae on achadule F, 27 NUMBER (if more space is needeq addlllonal pages of the same size) Copyright (c) 2002 forth software only The Lackner Group, Inc. Form PA-7500 Schedule E (Rev. 6-98) Principal Llte Insurance Company Oes Maines,lA 50392-0001 Frrrancial Getup 000012 ESTATE OF NAEION L LANDT C/0 LINDA NIZIOLEK 68 OCHS AVE NILLTOWN, NJ 08850-1464 If You Have Any Questions Contact PRINCIPAL FINANCIAL GROUP REPETITIVE PAYMENT SERVICES P.O.BOX 4926 GRAND 15LAND, NE 68802-492fi PHONE 1-BOD-247-7011 DES MOINES AREA AND FOREIGN COUNTRIES CALL 1-515-247-7820 Benefits Provitled By Account Number Description ~~Amount Net Payment NKERBROOK PARMS- 2 .38231-00001- :' - 1 GRp59 PYMT. FSD WN, 42 2'.3 .. '- 423:23- 3809.09 ota ross mount: 4232.3 - 1 c n nt: ota a avmen : , F110AC-1 AA 172990a8 07/13/2012 (Y@reGa enp Nara/n iOf 10U/NBCOrOB! 93,909,09 9PSAA I VERIFY THE AUTNENnCT'OF TMI5 MULTI-TONE SECUFITY DOCUMENT.. ~ ,CHECK BACKGROUND AREA CHANGES GOLOR G,RAPUALLY FROM TOP T0,0gTTOM.", ]I Prncipal Lite Insurance Company Des Moines,lA 50392-0001 • l~mlp ~ Pay 70 85TAT8 OF NARION L LANOT C/O LINDA NI2IOLEK 68 OOHS AVE NILLTOWN, NJ OB850-1464 THREE THOUSAND EIGHT HUNDRHD NINE AND 09/100------ THE NORTHERN TRUST COMPANY, CHICAGO, IL 0710 PAYABLE THROUGH NORTHERN TRUST BANKlDUPAGE, OAK BROOK, 1L x165-99 RECIPIENT NAME: ESTATE OF NARION L LANDT CHECK NUMBER: AAl'7299089 RPS NUMBER: DATE: 07-13-12 REFER TO YOUR RPS NUMBER IN ALL CORRESPONDENCE. AA17299089 7o-xa9anls Date 07-13-2012 . ' NqT VALID AFTER'I80 DAYS Amounl $*********3,809.09* %~z;'s~'ag1~~ ii~; 's;jis's's::iii# AuthorizoE Siynaturel,l II^27L7299089a' 1:0 7 19 2 38 28+: 03015620011• ~, REV-1151 EX+110-06) COMMN]~I DECE~~VANIA SCHEDULE N FUNERAL EXPENSES & ESTATE OF FILE NUMBER Landt, Marion L 21-06-00088 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT N MBER A, FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission paid State 2, Anornev's Fees JOHNSON DUFFIE 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4- I Probate Fees 5. Accountant's Fees 6. Tax Return Preparers Fees 450.00 7. I Other Administrative Costs 15.00 1 See continuation schedule(s) attached TOTAL (Also enter on Ilne 9, Recapitulation) 465.00 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA•7500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Landt. Marion L 21-06-00098 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs Cumberland County Register of Wills Office -Filing Fees 15.00 F#-B7 75.00 Copyright (c) 2002 form sofhvare onry The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) REV-1517 EXi (1t-08) com ANw I SCHEDULE J ~ro 1 BENEFICIARIES ESTATE OF FILE NUMBER Landt, Marion L 21-06-00098 NAME AND ADDRESS OF RELATIONSHIP TO SHARE: OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(SI RECEIVING PROPERTY DECEDENT (yyords) ($$$) Do e T TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sac. 9716 a 7.2 Linda L Niziolek Niece Entire Estate 68 Ochs Avenue Milltown, NJ OSS50 Total Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 150 0 wver sheet, as a r o riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET) Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule J (Rev. 11-08) iratcv R. DUFFlF F,i,~zAerrif D. SyOVIiR 1411I1A14D W~. S'f l?R'41~C SARAH E. HOFFIIAN P.DSIUN~I (i. A1SENS LAW O F F I C C S CAAO~.vN B. MCCLAIN ,~„~,~~ ~~<<<<< Jox~soN I~~NNA ~.~~,~ ini3~ A_ s r~~ i.~ R Uws51 s S WusoN it I I LR3UA i SIIIPti19N JLI 11 A. PHILIJPS I~E<<.~.,n «~~~~~, ~UFFIE 11 U K C- ~ )L I I II OP COUNSEL iJ{f1 K. S{M1OAhS iIORACg A. IUHN501 V41CIIdGI. ]. G1tiSIUY C. KOY WEIDN F.R, JR. ~'1LL IS5V PeF4. CiREEVY COSSTANCE P- BRUNT 14~ 4I1 P: D. h1:1.ALY.1' ~l i.°t ttFF.t tic, l ld k -l' 4!b dh1 i7dais.ea~~ Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Dear Register: September 17, 2012 RE: Estate of Marion L. Landt Your File No. 21-06-0098 Our File No. 12922-1 e~ .~ ~ ~- ~ ~ ~~ r ~ ~; r~ _ ~T'i ~y w ~y . "M w Enclosed for filing please find the following documents for the above referenced decedent: 1. 2 Original PA Supplemental Inheritance Tax Returns. There is tax and interest due in the amount of $659.46 for a pension plan that was discovered after filing the original Return. Interest is calculated for a filing date of September 21, 2012. Check No. 251 is enclosed. 2. One copy of Page 1 of the Supplemental Return, which we ask that you time-stamp and return to us in the enclosed envelope, 3. Check in the amount of $15.00 representing the filing fee for the Inheritance Tax Return. Should you have any questions, please do not hesilale to contact our office. Thank you for you assistance in this matter. Very truly yours, SON, S~I& W'' EIDNER ana man W~ Estate Administration Paralegal c: Linda L. Niziolek, Executrix :515361 301 MARKET STREET P.O. BOX 109 LEMOYNF., PENNSYLVANIA 17043-0109 WWW.JDSW.COM 717761.4540 NAX:717761.3015 MAIL~IDSW.COM JOHNSON, DUFF[E, STEWART &WEIDNER, P.C. a~ ~; r°° ~ Np N~ L qq~ O ^~ VJ N ~' U ._ 'Ni ;,1 ~ ~, ! ~ C r, ~ ,j, Y :BLS ~~~ ~~s. ~ ;, ~ ; x: 34 .a ~° 0 ~M :o v ti M r~ { M~~ //,\w ,w ~~~ ~~ ,..~ ~ O f- W N 2 F U d' LL U ~ O ~~c,~ cn z r ~Ujo o z° ~ d Wow ~mU~ w~Za ~ U O U