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Home My WebLink About02-13-13 (2)~~ , r 1505611185 -a'a REV-1500 EX (02-11)(FI) PA Department of Revenue OFFICIAL USE ONLY Bureau oflndrvidual7axes CounryCode Year File Number PO BOX 280601 INHERITANCE TAX RETURN 21 12 1230 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDWW Date of Birth MMDDYYW 183-12-1594 11192012 03291925 Decedent's Last Name Suffix Decedent's First Name M I LANK EDWARD K (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M I Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ® 1. Original Return ^ 4 Li i . m ted Estate ® 6. Decedent Died Testate (Attach Copy of Will) ^ 9. Litigation Proceeds Received ^ 2. Supplemental Return ^ 4a. Future Interest Compromise (date of death after 12-12-82) ^ 7. Decedent Maintained a Living Trust (Attach Copy of Trust.) ^ 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) ONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Daytime Telephone Number 717-620-2444„ R~STEROFWILliaJ1S E m m~ r~i w t* = ~O 1 n Cn ~J n~~ w ~ zc '~ r~ n d ~ 3 ° ao 'ti 'r1 - y'' ac ~ n zl ~' '-f DATE F~D r ~ I`n State ZIP Cade a w ~ PA 170550659 ~ CORRESPONDENT - TMS SECTION MUST 8E COMPLETED. ALL Name VICKY ANN TRIMMER, ESQ• First Line of Address PO BOX 659 Second Line of Address 1700 BENT CREEK BLVD• City or Post Office MECHANICSBURG cor-espondent'se-mailaddresa: VATRIMMERaIPERSUNHEIM • COM 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. De~aretio~ of preparer othor than the personal representative is based on all information of which preparer has any knowledge. 8 SGRIGINOLI LAN ^ 3. Remainder Return (Date of Death Prior to 12-13-82) ^ 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes ^ 11. Election to Tax under Sec. 9113(A) (Attach Schedule O) ENOLA, PA 17025 PO BOX 659, 1700 BENT CREEK BLVD• MECHANICSBURG, PA 17055-0659 PLEASE USE ORIGINAL FO M NLY 1505611185 Side 1 OM4847 3.000 1505611185 J !' ~ t. 1505611285 REV-1500 EX (FI) Decedent's Social Security Number 183-12-1594 Deoedenrs Name: LANK EDWARD K RECAPITULATION 1. Real Estate (Schedule A) .. 1 2. Stocks and Bonds (Schedule B) . 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) , g. 4. Mortgages and Notes Receivable (Schedule D) ~ q, 5. Gash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5, 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested s, 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. 8. Total Gross Assets (total Lines 1 through 7) 8 O.00 296,468.53 0.00 126,593.63 145,756.36 O.00 259,534.03 828,352.55 9. Funeral Expenses and Administrative Costs (Schedule H). g, 4 , 9 5 8 • 5 O 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 10. 1 , 4 61 • 3 6 11. Total Deductions (total Lines 9 and 10) , 11, 6 , 419 • 8 6 12. Net Value of Estate (Line 8 minus Line 11) . 12 8 2 ], , 9 3 2 • 6 9 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) , , 13, O • O O 14. Net Value Subject to Tax (Line 12 minus Line 13) , 1 q, 8 21, 9 3 2.6 9 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 t xeble 4~ at linealratex.o 821,932.70 1s. 36,986.97 17. Amount of Line 14 taxable at sibling rate X .12 O.O O 17. O • 0 0 18. Amount of Line 14 taxable at collateral rate X .15 O~. O O t 8. O.0 0 19. TAX DUE 19. 20. FILL IN THE BOX IF YOU ARE REOUE3TING A REFUND OF AN OVERPAYMENT Side 2 1505611285 1505611285 OM4840 3.000 36,986.97 !' ~ r REY•1500 EX (FI) Pag6 3 Decedent's Complete Address: File Number ~i. i.a i.a~n DECEDENTS NAME A STREET ADDRESS CITV HA R STATE A ZIP 7 _ Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 3 6 , 9 8 6 • 9 7 2. CreditslPayments A. Prior Payments 3 5, 3 7. 6 8 B. Discount 1, 8 4 9. 2 9 Total Credits (A + g) (2) 3 6 , 9 8 6.9 7 3. Interest (3) ~ • ~ 0 4. If Line 2 is greater than Line 1 + Line 3, enter the dffference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to roqueet a refund. (4) ~ , ~ 0 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) ~ , ~ 0 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 .... ~ ^X 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 Dee. 12, 1882, 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 Cr AS PART OF THE RETURN. For dates of death an 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 fw disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. Far dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a tleceased 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 lax 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)J. • The tax rate imposed on the net value of transfers to ar for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ouaszt z.ooo ti' ~ f' REV-1503 EX+(&12) pennsyl~rania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESENT DECEDENT SCHEDULE B STOCKS 8~ BdNDS Edward K. Lank 21 12 1230 All property jointly owned with right of survivonhlp must ba dlseloaed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. 200 Shares Aflac, Inc. CIISIP: 001055102 10,217.00 Held in Janney Montgomery Scott Account #5053-0502 Dividend accrued on 11/19/2012 70.00 2 100 Shares Dominion Resources, Inc. VA CUSIP: 25746U109 Held in Janney Montgomery Scott Account #5053-0502 3 100 Shares Kellogg Company CUSIP: 487836108 Held in Janney Montgomery Scott Account #5053-0502 4 200 Shares Nextera Energy, Inc. CUSIP: 65339F101 Held in Janney Montgomery Scott Account #5053-0502 5 150 Shares Peabody Energy Corp. CUSIP: 704549104 Held in Janney Montgomery Scott Account #5053-0502 Dividend accrued on 11/19/2012 6 100 Shares Unilever Plc CUSIP: 904767704 Held in Janney Montgomery Scott Account #5053-0502 Dividend accrued on 11/19/2012 7 200 Shares Williams Cos, Inc. DEL CUSIP: 969457100 Held in Janney Montgomery Scott Account #5053-0502 8 66 Shares WPX Energy, Inc. CUSIP: 982128103 Held in Janney Montgomery Scott Account #5053-0502 5,019.00 5,442.50 13,511.00 3,843.00 12.75 3,703.75 31.60 6,465.00 1,043.13 Total from continuation schedules 247,109.80 TOTAL (Also enter on Line 2, Recapitulation) S 2 96 , 468 .53 zwasss 2.00o If more space is needed, insert additional sheets of the same size w' r REV-150e E%+(0&12) , pennsylvania CEPPRTMEMOF REVENUE eltiERRPNCE TA7f RETURN RE^IaEPlr DECEDENT SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF: Edvarc 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 dlacl~ed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~. 2005 Volvo 8,000.00 Sale Price 2 Household goods and miscellaneous personal effects 2,500.00 3 Janney Montgomery Scott Money Market Account #5053-0502 55,199.25 4 Metro Bank Checking Account #833418569 3,467.37 5 Refund of acquisition fee from Messiah Village for cottage at 593 Locust Lane, Messiah Village 70,884.00 See attached correspondence. 6 Scottrade Money Market Account #5119457 107.47 7 Homeland Center- refund 5,598.27 TOTAL (Also enter on line 5, Recapftulation) S ~ 145 , 756.36 2WafiAD z.ooo It more space is needed, use additional sheets of paper of the same size. REV•1570 EX + (OB-09) pennsylvania ,DEPARTMENT OF REVENUE INHERfTANCE TAX RETURN fiESIDENTDECEDENi SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY Edward K. Lank 21 12 1230 This schedule must be completed and filed If the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBS OESCRIPf10N OF PROPERTY wcuneneruAS:oFnensrwsFmF~,nEiar~unas.vrooECEOenr~vo nEn+n:oFAro~aucowoFrrEOEEOFOnneALesTArs. DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION IFAPPLJCABLE TAXABLE VALUE ~ Individual Retirement Account, Janney Montgomery Scott Account #5903-5699 259,534.03 100.0000 0.00 259,534.03 Beneficiaries are decedent's three sons See attached valuation TOTAL (Also enter on line 7, Recapitulation) $ 259 534.03 If more space is needed, use addkional sheets of paper of the same size. 9W48AF 2.000 REV-1511 EX+110-OB) pennsylvania SCHEDULE H DEPAR71.ENr OF REVENUE FUNERAL EXPENSES AND INI}ERRANCE TAX RETURN ADMINISTRATIVE COSTS RESUENi OECE~ENT ESTATE OF FILE NUMBER Edward K. Lank 21 12 1230 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ Rev. L. Fitzgerald Reist Clergy honorarium 150.00 Total from continuation schedules ~ 1,355.00 B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation,) Claimant City Year(s) Commission Paid: State ZIP 3,000.00 4 5 6 7 Street Address City State ZIP Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: None TOTAL (Also enter on Line 9, Recapil 9W46AG 2000 If more space is needed, use additional sheets of paper of the same size. 453.50 REV-1512EX•(12-09) SCHEDULE Pennsylvania DEPP(27MENr OF REVENUE DEBTS OF DECEDENT, MWERRANCE TAX RETURN MORTGAGE LIABILITIES & LIENS occincur rcrrrcur ESTATE OF FILE Nl1MBER Edward K. Lank 21 12 1230 Report debts Incurred by the decedent prior to death that remained unpaW at the date of death, including unrefmbursed medical expenses. ew+sAN z.ooo If more space is needed, insert additional sheets of the same size. 1 REV-1513 EX+ (01-10), Pennsylvania OEPARTI.£Ni OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES FILE NUMBER: Edward K. Lank 21 12 1230 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [Include outright spousal disUibutions and transfers under Sec. 9116 (a) (1.2).] 1, Andrew E. Lank 8 Sgrignoli Lane Enola, PA 17025 Individual Retirement Account, Janney Montgomery Scott Account #5903-5699 Inventory Value: 86,511.52 One Third of Residue: 187,466.22 Son 273,977.74 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 8 OF REV-1500 COVER SHEET, AS APP ROPRIATE. II NON-TAXABLE DISTRIBUTIONS A SPOUSAL DISTRIBUTIONS UNDER BECTON 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARRABLE AND GOVERNMENTAL DISTRIBUTIONS: t TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S 0.00 swesnl z.coo If more space is needed, use additional sheets of paper of the same sizes. r ~ ~ Estate'of: Edward K. Lank Schedule J Part 1 (Page 2) Item No. Description 2 David B. Lank 2407 Hobart Court Charlotte, NC 28209 Individual Retirement Account, Janney Montgomery Scott Account #5903-5699 Inventory Value: 86,511.26 One Third of Residue: 187,466.22 3 Thomas B. Lank 7 Boone Trail Severna Park, MD 21146 Individual Retirement Account, Janney Montgomery Scott Account #5903-5699 Inventory Value: 86,511.26 One Third of Residue: 187,466.22 Son Son Relation 21 12 1230 Amount 273,977.48 273,977.48 ~~ EDWARD K LANK I, EDWARD K. LANK, a resident of Pennsylvania, Cumberland County, being of sound mind, memory and understanding, do hereby make, publish and declare that this is my Last Will and Testament. FIRST: I revoke all wills and codicils that I have previously made. SECOND: I am currently married. THIRD: As used in this will, the term"specific bequest" refers to all specifically identified property, both real and personal, that I give to one or more beneficiaries in this will. The term "residuary estate" refers to the rest of my property not otherwise specifically disposed ofby this will or in any other manner. The term "residuary bequest" refers to my residuary estate that I give to one or more beneficiaries in this will. FOURTH: All personal property I give in this will through a specific or residuary bequest is given subject to any purchase-money security interest, and all real property I give in this will through a specific or residuary bequest is given subject to any deed of trust, mortgage, lien, assessment, or real property tax owed on the property. As used in this will, "purchase-money security interest" means any debt secured by collateral that was.incurred for the purpose of purchasing that collateral. As used in this will, "non-purchase-money security interest" means any debt that is secured by collateral but which was not incurred for the purpose of purchasing that collateral. FIFTH: When this will states that a beneficiary must survive me for the purpose of receiving a specific bequest or residuary bequest, he or she must survive me by 5 days. SIXTH: I hereby leave my entire residuary estate to be shared equally among my children, per stirpes with representation. SEVENTH: Any specific bequest or residuary bequest made in this will to two or more beneficiaries shall be shared equally among them, unless unequal shares are specifically indicated. Initials: c ~ ~ Date: ~ ~ ~ ~7 ~}' Page 1 of 4 Will of EDWARD K. LANK EIGHTH: I name my wife, NANCY B. LANK as my personal representative (executrix), to serve without bond. If my executrix can not serve for any reason, I name my son, ANDREW LANK as my executor to serve without bond. NINTH: I direct my personal representative to take all actions legally permissible to have the probate of my will done as simply and as free of court supervision as possible under the laws of the state having jurisdiction over this will. TENTH: I hereby grant to my personal representative the following powers, to be exercised as he or she deems to be in the best interests of my estate: 1) To retain property without liability for loss or depreciation resulting from such retention. 2) To dispose of property by public or private sale, or exchange, or otherwise, and receive and administer the proceeds as a part of my estate. 3) To vote stock, to exercise any option or privilege to convert bonds, notes, stocks or other securities belonging to my estate into other bonds, notes, stocks or other securities, and to exercise all other rights and privileges of a person owning similar property. 4) To lease any real property that may at any time form part of my estate. 5) To abandon, adjust, arbitrate, compromise, sue on or defend and otherwise deal with and settle claims in favor of or against my estate. 6) To continue or participate in any business which is a part of my estate, and to effect incorporation, dissolution or other change in the form of organization of the business. 7) To do all other acts which in his or her judgment may be necessary or appropriate for the proper and advantageous management, investment and distribution of my estate. The foregoing powers, authority and discretion granted to my personal representative are intended to be in addition to the powers, authority and discretion vested in him or her by operation of ]aw by virtue of his or her office, and maybe exercised as often as is deemed necessary or advisable, without application to or approval by any court in any jurisdiction. ELEVENTH: Except for purchase-money security interests on personal property passed in this will, and deeds of trust, mortgages, liens, taxes and assessments on real property passed in this will, I instruct my personal representative to pay all debts and expenses, including non-purchase-money secured debts on personal property, owed by my estate as provided for by the laws of Pennsylvania. Initials: C, ~-1-, Date: l 1 L? ~?' ~f Page 2 of 4 ,- , ~~ Will of EDWARD K. LANK TWELFTH: I instruct my personal representative to pay all estate and inheritance taxes assessed against property in my estate or against my beneficiaries as provided for by the laws ofPennsylvania. I, EDWARD K. LANK the testator, sign my name to this instrument, this l ~ day of ly ery ~. bQ1 , 1994. I hereby declare that I sign and execute this instrument as my last will, that I sign it willingly, and that I execute it as my free and voluntary act for the purposes therein expressed. I declare that I am of the age of majority or otherwise legally empowered to make a will, and under no constraint or undue influence. ~CGUJ 7~C it ~ C~~"~ , (Signed) We, the witnesses, sign our names to this instrument, and do hereby declare that the testator willingly signed and executed this instrument as the testator's last will. Each of us, in the presence of the testator, and in the presence of each other, hereby sign this will as witness to the testator's signing. To the best of our knowledge, the testator is of the age of majority or otherwise legally empowered to make a will, is mentally competent, and under no constraint or undue influence. Wye declare under penalty of perjury, that the foregoing is true and correct, this 1~ ^ day of ~ ~ p~}er.t~ 1994. Witness #ll ~~.~~~~'~•.--Residing at: ~DS ~at~'~'~_ Witness #2:~ Residing at: ,3 `/G C~.9lC .~/L .yEr,~ ,,,,~~,,..,,,~ Initials: ~; Date: t ~'i7 /~ Page 3 of 4 ~ ~ Will of EDWARD K. LANK AFFIDAVIT rW,e, EDWARD K. LANK, ~~Joe~~~ `.... ~~A ,~ .,,~ and '1'~dets ~G. ~- the testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument in those capacities, personally appearing before the undersigned authority and being first duly sworn, declare to the undersigned authority under penalty of perjury that: 1) the testator declared, signed and executed the instrument as his last will; 2) he signed it willingly or directed another to sign for him; 3) he executed it as his free and voluntary act for the purposes therein expressed; and 4) each of the witnesses, at the request of the testator, in his presence, and in the presence of each other, signed the will as witness and that to the best of his knowledge the testator was at that time of full legal age, of sound m~in~d and under no constraint or undue influence. Testator: ~ ~, s~~.~'~-~ Witness: ~v-----~ Witness: Subscribed, sworn to and acknowledged before me by EDWARD K. LANK, the testator, and b~r~o•.~~ L.'~-~eu~w.~and ~,~,~,~~~'~ ~-~~ witnesses, this ~ ~ day of IVd~'G~.~1~ , 1994. G~ N Notarial Seal Michele J. Hartman, Notary Public Lemoyne Boro, Cumberland County My Commission Expires Aug. 3, 1998 Member, PerxrsyNaniaAssocia6on of Notaries Initials: `1~; Date: t ` t 7 ~ ~ Page 4 of 4