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Home My WebLink About09-10-13 (2) J 1505610143 C EX(02-11) REV��700 � OFFICIAL USE ONLY PA Department of Revenue pennsylvania counry coae vear File Number Bureau of Individual Taxes ^ET+^*Ma+�^�� ao sox.2eosa� INHERITANCE TAX RETURN 21 13 0807 Harnsburg, PA 17128-0607 RESIDENT DECEDENT ENTER DECEDENT INPORMATION BELOW Social Security Number Date of Death Date of Birth 07 O1 2013 12 29 1950 Decedent's Last Name Suffix DecedenPs First Name MI SMITH STEVEN R (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffx 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 XC, 1. Original ReNrn � p. Supplemental Retum � 3 Remaintler Retum(Date ot Death Priorta 12-13-82) �i_� 4. Limited Estate � qy FuWre Interest Compromiee � 5, Fetlerol EsW[e Tax Return Required (Oete W tleeth after 12-72-82) � 6 DeceEent DieE Teatate � � Decede t Mein��jnetl a Living Trust ' (AttachCOpyMWilp ' (Mech�Gapyo ivsl) 8. ToWlNumberotSafeDepositBOxes � g. Litigation ProceeGS Received ❑ �o.e$r°�°re°a�P�ai��dt�(oa��t oeem � �� Election to tax under Sec.9113(A) �(Attach Schequla 0) � CORRESPONDEN7-TXIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL�FXllfl ORMATI�O�.IN�SHOiILD�E DIRECTED TO: Name D�Irf10 Telephqng Nu�u6et�.' MICHAEL L BANGS 7�7_'�c�0 7'31bs � ', � F � P— —rv �'rl " I..;:�: ,-�r REGIBT�i OFY�LLS�SE�,QNLY v C'i �.•, n �, _, � Fint Line of Address ,-� c ' __� � � :�; �� ;_: � � 429 SOUTH 18TH STREET -n -i rv � �' D '� Second Line of Address �` Ciry or Post Office DATE FILED SWte ZIP Code CP,MP HILL PA 17011 Conespondent�s e-mau addresa: mikebangs�verizon.net Untler Oenalties of perjury,I OeGare ihat I have minetl thls re inUUtling accompanying schedulea anC statements,antl to ihe best of my knowledge antl 6eliet, it is irue,correct entl complete.Dederetlan o/ rer other t e personal representative is basetl on all in/ormation a/which preperer has any knowledge. SIGNATUR Ef�.RO RES SIB FOR F RN DFTE Michael R.Smith,Sr. `'/' nooa s 202 Summk Avenue New Cumberland PA 17070 IG TURE OF PR PARER OTHER PRESENTATIVE �ATE �� Michael L. Bangs nooaess 429 South 18th Street, C p Hill, PA 17011 Side 1 L 1505610143 1505610143 J �\ � 1505610243 REV-1500 EX Decedent's Social Security Number oa�a,m�,Nama Smith, Steven R. 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 8 Notes Receivable(Schedule D)........................................................ 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 33 , 4 00 . 8 9 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous�nq-Probate Property (Schedule G) U Separete Billing Requested............ 7, 8. 7oWl Gross Asseb (total Lines t through 7)........................................................ 8. 33,400 . 89 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 20 � 022 . 32 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule t)............................ 10. 6� 6 91 . 8 6 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 2 6, 714 . 18 12. Net Value of Esfate(Line 8 minus Line 11).......................................................... 12. 6, 68 6 . 71 13. Charitable and Govemmentel BequestslSec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 14. Net Value Subject to 7ax(Line 12 minus Line t3)............................................... �q. 6, 68 6 . 71 TAX COMPUTATION-SEE INSTRUCTIONS FOR APP�ICABLE RATES 15. Amount of Line 14 tarzable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.00 15. 0 . 00 16. AmountofLinel4taxable 6 686. 71 �s. 300 . 90 at lineal rate X .045 � 17. Amount of Line 14 taxable al sibling rate X.12 0 . 00 17. 0 . 0 0 78. Amount of Line 14 taxable at collateral rete X.15 0 . 0 0 18. 0 . 0 0 19. TAXDUE................................................................................................................ 19. 3�� . 9� 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 � 1505610243 1505610243 J _ . _ REV-1500 EX Page 3 Flle Number 21-73-0807 Decedent's Complete Address: DECEDENT'S NAME � Smith, Steven R. STREETADDRESS 311 Market Street CITY STATE ZIP New Cumberland PA 17070 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (�) 300.90 2. Credits/Payments A. Prior Payments 285.86 B. Discount 15.04 Total Credits(A +B) (2) 300.90 3. Interest (3) 4, It Line 2 is greater than Line 7 +Line 3,anter the difference. This is the OVERPAYMENT. �q� Check box on Page 2,Line 20 W request a refund 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. 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:.................................. ❑ ❑x c. retain a reversionary interest;or............................................................................................................... ❑ x d. receive the promise for life of aither payments,benefits or care?............................................................ ❑ � 2. If death occurred after Dec. 72, 1982, did decedent transfer property within one year of death without receiving adequate consideretion?.................................................................................................................... ❑ ❑X 3. Did decedent own an"in trust for" or payable upon death bank acwunt or sacurity at his or her death?....... ❑ ❑x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiery designation?.................................................................................................................. ❑ � IF THE ANSWER TO ANY OF THE ABOVE�UESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or aftar July 1, 1994 and before Jan. 1, 1995,the tax rete 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 detes of death on or after January 1, 1995,the tax rate imposed on the net value of trensfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)J. The statute does not exempt a trensfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still appliwble 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 fo�the use of a naturel parent,an adoptive parent,or a stepparent of the child is 0 percent p2 P.S.§9116(a)(1.2)]. . The tax rete imposed on the net value of trensfers to or for the use of the decedenPs lineal beneficiaries is 4.5 percent,except as noted in [72 P.S.§9716(a)(1)1. . The tax rate imposed on the net value of transfers to or for the use of the decedenYS siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is de�ined under Section 9102,as an individual who hes at�east ona parent in common with the decedent,whether by blood or adoption. Pev-1608 E%��1 b10) SCHEDULE E pennsyivania �p�N, BANK DEPOSITS, & M15C. OEPAft'fMEM OF REVENUE INHERITANCETA%RETURN PERSONAL PROPERTY RESIOENT DECEOENT ESTATE OF Fl�E NUMBER Smith,Steven R. 21-13-0807 i�a„oome��aa�ai��aet.�rrea�ws�re.a�sweaarma�xam. Aqprop�rty ntl -wmW tMri W,urvFVOnMi muetbedfadosedonachsdubP. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 PA Sffite Employeea Credit Unian-Savings Account 50,51 2 pA State Employees Credit Union-Money Handler 7,65 3 PA State Employees Credit Union-Money Market 31,455.73 �4 PNC 6ank,N.A.-Checking Aceount 1.696.93 5 PNC Bank, N.A. -Savings Account 80.43 6 Professional Insurance Services,inc.-eye insuranoe refu�d 218.64 TOTAI.(Also enter on Line 5.Recapitulation) 33,400.88 {I(more space is needed,etlditionat pages ot the same size) Copqtight(c)20i0 form software only 7he Lackner Group, Inc. Fortn PA�1500 Schedule E(Rev. 11-10) REV-i5H EX+�to-0e� pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INMERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Smith, Steven R. 21-13-0807 DecedenYa debts must be repoRed on Schedule I. ITEM DESCRIPTION AMOUNT q. FUNERAL EXPENSES: See continuation schedule(s)attached 9,672.37 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Michael R. Smith, Sr. StreetAddress 202 Summit Avenue cay New Cumberland 5tace PA zio 77070 Year(s)Commission Paid 5,000.00 z. nnornev s Fees Michael L. Bangs 5,000.00 3. Family Exemption: (If decedenPs address is not the same as claimanPs,attach explanation) Claimant St�eet Address City State Zio Reletionshio of Claimant to Decedent 4. Probate Fees 158.50 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 191.45 See continuation schedule(s)attached TOTAL(Alsa enter on Iine 9, Recapitulation) 20,022.32 Copyright(c)2009 form soTtware only The Lackner Group, Ine. Form PA-1500 Schedule H(Rev. 10-09) _ � SCHEDULE H FUNERA� EXPENSES AND AdMINISTRATIVE C4STS continued ESTATE OF FILE NUMBER Smith Steven R. 21-13-08Q7 irEnn NUMBER DESGRIPTION APA6UNT Fyneral �aenses 1 EIIieSmitF� 31d.00 2 Harry R.9mith,Jr. 733.37 3 Parthemore Funeral Home 8,629.00 N-A 9,6�2.37 Other Administrative Costs 4 Cumberland law Joumal-estate advertising 75.40 S The Patrio#News•estate advertisement 176.45 H-B7 181.45 Copyright(c)2002 form SoTtware onlyThe Lackner Gioup,Ino. Fortn PA�1500 SehedWe H(Rev.6-98) flev.767P EX�(i]�q9) SCHEDULE 1 pennsylvanla DEBTS OF DECEDENT, �PA�MeNioFRE+�N�E MORTGAGE LIABILITIES AND LIENS INHERITANCE TA%RETURN RESIDENi DECEDENT ESTATE OF FILE NUMBER Smith,Steven R. 21-13-0807 Rsport tlab4 6wumE Ey Ihe tlseWa�k ptlo�to tlaNh Iluit nmNnM unp�id�t tM tlate ot CeeM,Inclutlinp unrelmbursatl meElcel axpames. ITfM VACUE AT DATE NUMBER DESCRIPTIOt+! OF DEATM 7 Cepital Blue Cross 380.00 2 CVS Caremark 5Q.80 3 Martin Paatucka,DDS 432.44 4 PNC Bank VISA 5,517.69 5 PPBL Elech�ic-6128113 ta 7/23113 68.32 8 Verizon 30.05 7 West Shore EMS �1�.� ( TOTAL(Aiso enter on Line 14,RecapitWation} 5,681.86 {If more apaca is needetl,atldttionai pages ot the eame size) Copyright(c)2008 fortn software onry The Lackner Group,Ina Form PA-1500 Schedule I(Rev. 12-08) REV•1513 EX+(07-00) pennsylvania SCHEDUL,E J DEPAttTMENT#REVENUE INHERITANCE TqX RETURN BENEFICIARIES RESIDENT pECEDENT ESTATE OF FILE NUMBER Smith Steven R. 21-13-0807 RELATIONSHIP TO NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON{Sl RECfiViNG PROPERTY (Words} ($$$) I TAXABIE OISiFiiBUTIONS (inciude outright spousai distnbutions,and kransfere under Sec.9116 a 1.2 5 Menry R.SmiUt,3r. Father 3T00 W.Capitol 3treet NW#113 Washington, DC 20011-8400 Total Enter dollar smounta fur distributions sfwwn aboue on lines 15 throu h t&on Rev 1500 cover aheet as a ro 'ate. NON-TAXABIE DISTRISUTI4NS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELEC710N TO TAX IS NOT TAKEN B.CHARITABIE AND GOVERNMENTAI DISTRIBUTIONS T TAL OF PART II -ENTEft TdTAL NON-TA7CABLE DISTRIBUTiONS ON LINE'13 OF REV-7500 COVER SHEET 'I Copyright(c)2010 form software only The Lackner Group, Inc. Fortn PA-0500 Schedule J(Rev.07-10) - cz t, � �-4�-n. � �. i.� L3='t ��. l�U`�� . Gf� �-�� August 22, 2413 Citnt E$aum �"NC�3aril: Hampdt�t�rsach �{,6� 4teven H lmith SSN: l 73-38-SGzY nOD� Q'7l41l2G13 Deaz Sir/Madarn: In respnnse W your�ksc for�au of DcaSL{Y?!}D)bal�nces for tht cusiamer raxecl abavc,our mcord� S�WK't}IC rU1�OwIriB• �.`IIECA'tb�.ACCOURC � A.cco�mt f1514d356511 tatabliahad: 1Q/2911990 S'TEVFN R Sl�t'I'EC LX7D t�atsuc�. $I,595.93 non inten:st bcaring 5�►viags Accnant Aecommt#SWEx}837I8 Estabtixhed: t 8/2fi1i995 ST'E'uEN R SMT"IT� D4D batance: �R4.43 +f►.Oft ac�rtuc[iur�•.xest Plta+e nate Wnt tlu,o�ite pmvides Gam of deaUr balac�cs�c k�r daposit�COr.wts(11�As,CDs.ChaCYing��d Savings}. 'uVe do rut process snp$metml maaaeKo�.s 4K ptovidE ststwests. If you De�ul ay.4i4t�mt+e wnh mty oftLeSe icen�s,pl4;aa�vatl l 888-PNC-BA.NXC U-88&•762-2265)e. sto�a by ynur lucat pNC Banlc hrar�ch offiu. 5ir+cerety, ' National Firnnr,ial fir�rVitc3 t.Cnttr P?v"C t3ank. N.A. MEaaber FF}1C . T14ss r,.ac,srpe ia i»ttr.dtdfvr+Yre rest of rhe a.�vtduat ar enrtey tu mte�rJfr ir ts ad�re.rsmC axrd mpy coatap3n � ItffO►'/MQl�iDp tGfR��,4P!'�M�CJ�'�[tlAfi�e»riat ared�tmgr}Man allsrlasu�s ureEar qp,,pttaab/e taw I/die repdet of�hir m�ssage is not Yke Ixtexdtak re�lpFaet Qr t+4e et�toyse ar ag.sat sespqxsibXe f'�dettis�rr{n�` tktt n�ersoge ta rl.a iarended reeip;eat,pon ara berre3y noNfkd tbeu are}�dEssemirrst�ox,dfstribt#ion or �PY�&'nf rktr car�rwarrfcmtlaws is strtY+cxfe pro�t8� Ifyoa Aa�ec receiveaitliis r.n+nu�»,u�iatt�O,r tx error,plr.are nohJ'y�ne. druistdiattty bY rsply o�by telr,piiose ar d�01i T6?-77T5 nnd en�edlntrly di_c[roy tkis fJzred doc�e� Pagc 1 nf t PSEC� .OS/13/2013 Bangs Law Office, LLC Michael L. Bangs, Attorney 429 S. 18°i St. Camp Hill, PA 17011 Re STEVEN R SMITH, Deceased. PSECU Reference# 9816977998534 Dear Attomey Bangs: The above referenced person has an account with PSECU which was opened on June 10, 1986. The Share accounts were individually held by STEVEN R SMITH. The following are the Date of Death Balances for STEVEN R SMITH's account with PSECU: Account Date of Death Balances Interest-July 1 Shares: (S1) Savings $50.51 $0.00 (S4)Money Handler $1.65 $0.00 (S4)Money Market $31,455.73 $0.17 The account has been closed. If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237- 7328, press 6, extension 3120. Sincerely, � , � ; f� ,_ (X�/\_sl�.�-t�� S�andy Fagl�y , - Member Service Representative PSECU Pennsylvania State Employees Credit Union 1 Credi[Union Place, P.O. Box 67013, Harrisburg, PA 17106J013 • 800.237.7328 • »psetu.com THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT IINION ADMINISTRATION.EQUAL OPPORTUNITY LENDER.