HomeMy WebLinkAbout09-16-13 J 15056041158
REV-1500 ex�os-os> �u��EO��r
PA Dapahment of W�.enue �My�ye Yrr File Numbar
Bunau of I�AINduN Tams
ao eox zeoeoi MIHERITANCE TAX RETURN 21 09 0717
HartGburp,PA 17128-0801 ��DENT DECEDENT
ENTER DECEDENT I FORMATION EL� �- � �
Soeial Security Number Date of Death Date of Birth
06142009 12251929
DecedenPs Last Name Suffa DeeedenYs First Name M I
LAKE GEORGE R
(H Applloable) EMer Surviving Spouse's hAortnffibn Below
Spoux's Last Name Suffa Spouse's First Name M I
LAKE MARIE
Spouse's Social Seeurity Number THIS RETURN MUST BE FILED IN DUPLICATE WITX THE
- - REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
� 1. Original Retum � 2. Supplemental Retum � 3. Remeinder Relum(dete of dealh
pdor to 12-13-82)
❑ 4. Limited Estate ❑4a. Future Interest Canpromise(date oF ❑ 5. Paderal Estate Tax ReWm Required
death afte�12-72-82)
� 6. Decede�t DieA Testate � 7. Decedent Maintained e LMng Trust (]_ 8. Totel Number of Sefe Depoait Bozes
(Atlach Copy of W ill) (Attach Copy fi Trust)
❑ 9. Utlgation Proceeda Received ❑ 10. Spouwl Poverty Credk(date of death ❑�11. Election to tan under See.9113(A)
behveen 12-37-91 and 1-t-95) (Attech ScA.O)
CORRESPONDENT- THIS SECTION MU9T BE COMPLETED.ALL CORREBPONDENCE AND CONFIDENTIAL TA%INFORMATION SHOULD�DIRECTED TO:
Name Daytime Telaphone Number
SARAH R• MCCAHON, E3QUIRE 610-376-6651
Firm Name(If Appliceble)
RE618TER OF WILLS USE ONLV
BARLEY 3NYDER
First Iine of address
50 NORTH FIFTH 3TREET, 3ECOND FLOOR
se000d roe ot aaaress
P • 0 . BOX 942
City Or Post Office Stet! ZIP CodB DATE FlLED
READING PA 19603-0942
correspondem�se-m�aeurosx SMCCAHONaBARLEY•COM
. _ _
Untlx pen�ltbs of p , I tl�cpn tht I hew uamin�tl thh m, Inclutlirg �ccompmyirp xh�duNs anC nMemenb, anE�lo tM Dat of my knaMWqa and Osllaf,
it is tnu.cortect riA .D�c4nlbn of p xN Osnond npra�enMM b O�ssd on�II inlormetion of whkh PAW��airy knowletlgs.
. ... _ . _ . . . _.__ � ��
ADDRESS . _ . . . . . _ . . _.. . . . . . . . .. . . .
—137 P;��Q�j�,.BQ.O.�u _. .__.__ .._ _ . -----._M9HRS�IILLE, PA 19541
�SIG RE OF PREP R 07HER THAN REPRESENTATIVE � DATE
� �:.Y�!Ld"��-�.� _ - 9.C3./3
_ P• 0• B41L9,��„ _---. BEADIN�, .PA 1`1603-0942
a�ea�"�S"�o n�� M�'i+�r
Side 7
� 15�56041158 BMOB!]3.000 15056041158 � �
1 15U56042159
.�i
r�v,soo ex
DecedenCs Saeial Security Numbar
�e�ae.�r.H.�l A K E 0 R F R
RECAPYTULATION
1. Real estate(Schedub A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
a-aa
2. Stwks and BorMs(Sehedule B). . . . . . . . . . . . . . . . . . . . . . . . . . 2. 0•��
3. Closely Held Corporation,PaRnerahip w Sdo-Proprietorship(Schedule C). . . . . . 3, �,Q Q
4. Mortgages 8 Notes RecMvabb(Sehedub D). . . . . . . . . . . . . . . . . . . . 4. 0•�0
5. Cash, Bank Deposits&Miecelleneous Perwnal Property(Schedule E). . . . . . . . 5.
0 •00
6. Jointly Owned Property(Sehedule F) � Separete Billing Requestetl . . . . . 8. O.O U
7. Inter-Vivos Trensfers&Miscellaneous Non-Probete Properly
(Schedule G) Q Separate Billing Requested . . . . . 7. O . O O
8. Totel Grws Auab(total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . 8. � �0
9. Funeral Expenses 8 Administredve Costs(Schedub H). . . . . . . . . . . . . . . 9. S 2 3Ia•00
10. Debts of Decedent, Mortgage Liebilities,&Liens(SChadule I). . . . . . . . . . . 10. �•0 Q
i�. roe�ioea�onw�.�tocaiunasss�o�. . . . . . . . . . . . . . . . . . . . . . >>. 5236.00
iz. N.ivai�.oresr.w�uoeam�o�sunei» . . . . . . . . . . . . . . . . . . . �z. -5236•00
13. Charitable and Governmental 8equeats/Sec 9113 Trusts for whkh
an electlon to tax heo not been mada(Schedule J). . . . . . . . . . . . . . . . 13. 0•00
14. Net Vs4ue SubJect to Tu(Line 12 minus Line 13) . . . . . . . . . . . . . . . 74. -5 �6 ��
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxeble
at the spoueal tax rete,or
Uansfen un Sec.9118
(a)(12)X.O� Q.QD 15. Q .�O
16. Amount of Line 14 tamble
at lineal rate X.04.5 0•Q 0 16. 0•�0
17. Amount of Line 14 temble
atsiblingrateX.12 �.QO 77. 0•�0
18. Amount of Line 14 tareble
ecoonaterei�rex.�s p,p� +e. �.UO
79. TAXUUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. �.�0
20. FILL IN THE BOX IP YOU ARE REGUESTING A REFUND OF AN OVERPAYMENT �
Side 2
L 15056042159 eM.esez.oao 15056042159 �
REV-131q EX Pelge 3 Flk Num Wr
a�.� ndar,a�: a o� �
_
OECEDEM'S NAME . . . .
SIAEE?AODRES,4
GtiY STA7E Z�
Tax Payments and Credits:
�. ra,ct>u�tPaeeztaneas} {4y Q•0{I
2. Crqdite/Paymente
A Spousal Powrty Cred(t (�•�❑
S.Ptbr PaymaMa 0.9,Q
C.Diswunt � �d�
TWeICmdMe(A+B+C) (2) �+��
3. InterosUPena]!y K appifc�iN3
D.interest �.Q�
E.Penalty 0 •�0
7ota11ntereBUPenelly(D+E) (3) .Q��❑
4. if ltne 2 is gr�ter thart t.ina 1+(�3.eMa U�e�tf9'ence.Th��the W�AY�.
uM�r�rw�a�Ih�r;tirfsrw�t���w�w�k (4) 0.0❑
5. If lir�e 1 +�itte 3 is greater than Line 2,errier the diffetence.Ttas is the lUNF0I1�. {5} Q•D{I
A. E�rter the ir�terest on the tax due. (sn) 0� Q 0
B. Errter the tatal of line 5+SA'ff��v the BALANGE DF)E. {SB) �.Q�
Make Check Payable to: l��iIS7�'OF W/L,LSy AGENT
PLEASE ANSWER THE FOI.LOWIN(i QUESTION$BY PLACING AN"X"IN THE APPROPRWTE BLOCKS
1. Did dacedent meka a Vansfer and: Y� �
a.retain ti�use a incame�the properly Uanaferred� . . . . . . . . . . . . . . . . . . . . . . . . x
b. retein the right fo designate who shell use the properry twn#erc5d or its income; . . . . . . . . . . X
c. rntain a reoer:�ionap'intereeq a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
d.teceive tha promisa fot Gfe oF eilher payme�s,heneftts or earR? . . . . . . . . . . . . . . . . . . � �x
2. If death occurced atter December t2,t982,did deCedeM transfm prnpMy within ma y9ar d d� 8 �X
without reeeiving edsquate consideralion7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Did dec�edent own an"in trust far'or pey8pla upon death bank BCawuM tt sxurlty ffi his or fiardeath? .
4. Did dqCade�t own�Individual RMiremerrt Acmunt,artnuity,or othar non•prohete property»fiaeh
wntaina a beneticierydesiqnffifa^4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ �
i M MI�IAI�IE 'Ii MUf � MIt A!M � If '�, 'MY�YUwN� �1�'1! �4�iNi! � AIM I�! IP M RAI�YI! M I�YiArl:
For datas of death ar or efter Juty 7, 7994 and before January 1, 1995,the taz rate impo�W an the net wedue of VensNars to a for tha uee d the survivi(g�pouae
ia three(3)pereent p2 P.S.§9718(a)(t.t)(i)].
Far datea of deaYh an w aftar Jammry t. 1998,the tau raEa impoeed ai tha net vadue d traratars to or tor Vw we�tt�a surviving spo�ae b mro{0}perCSnt
[i2 P.S.�9118(a)(1.1j(fi)].The atatu[e doea nnt n.�+mM p transFer to a surviving Bpauae from tez,end the statuttlry roquireme�b fq EiacbEUre of eeaets and
filing a taz return are stlll appliCBbla evan if the wrviNng sp4use is the any baneficiary.
F�datl6 Of deafh On Ot at�r.&dy i.2�8Q:
Ths ta�c ai6e impusad on tfie net vak�e ai Uans(era fiarr a deeaaeed tfipd ivrenty-ane yea�of age or}�rr�r at dbaffi fa ar for uae of a n�t�aai parant,sn
sdoptivs perent,or a stepparont af the chiid ia zem(07 pa�ont(/2 P.3.�t 18(axi 2)1�
The tax rYte imposed on tha net velue of tranefers to or for the use oP the decedant's lined henafiaeriea is fwr and orio-half(4.8)percent,ezcapl as nMed in
72 P.S.�9118(12)(T2 P.S.§9118(axt)j.
The taz tato impo-sed on tt�e�et velue nf V�de�s ta cr far tha use cf tha decede�Ps siWings is tweive{t2)percenY[T2 P.S.§9118(a}(1.3)l.A mtYrg�ddined.
under Secdon 9t02,as an individual who has at least ane parent in common with the deeedeirt,whether by dood ar ado�.
BMdBTt t.WO
�E:GISTER QF WILLS CERTIFICATE OF
�C:MIMBERLAND COUNTY GRANT OF LETTERS
�E'NNSYLVANIA
� No. 2009- 00717 PA No. 21- 09- 0717
Estate Of: GEORGERLAKE
��M:ee�,u.0
a/k/a: GEORGE ROBERT LAKE
Late Of: MECHAN/CSBURG BOROUGH
CUMBERLAND COUNTY
Deceased
Social Securi ty No:
W1iEREAS, on the 3rd day of August 2009 an instrument dated
<',�crtobe�r 20th 2008 was admitted to probate as the last will of
GEORGE R LAKE
xami��.,�
a%k/a GEORGE ROBERT LAKE
�a.te of MECHANICSBURGBOROUGH, CUMBERLANDCounty,
wh� died on the 14th day of June 2009 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
TFiEREFORE, I, GLENDA FARNER STR.4SBAUGH , Register of Wills in and
f.ar CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
ce�rtify that I have this day granted Letters TESTAMENTARYto:
MAR/E LAKE
wh� has duly qualified as EXECUTOR/R/X1
an3 has agreed to adminiater the estate according to law, all of which
fu11y appears ef record in my cffice at CU/Y3ERLANDCOU�JTYC�URTHOUSE,
[:�IRLlSLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the aeal
of my office on the 3id day of August 2009.
� o
, ���D c .�.� �. Q. n�(L.
�
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
Last Will and Testament
Of
George Robert Lake
I, George Robert Lakc of the Townslup of Upper Bem, County of Berks an�3he State�
PennSylvania, being of sound aad disposing mind and memory, do make, publi��d dec�e f:; _:;
the following to be my Lsst Will And Teatament,hereby revoking all Wills by�y t�e �.` .:>
heretofore made. " � � w `': ,'-
j�X � r��;`'i
C�JnC� �V r''r.7
Firat: I direct my Executrix, hereinafter named, to pay all my fud�'�ercpe�tes, �_ _
administratioa expenses of my estate, including inheritance and succession tg�, statei:@nd :`-;=,.;
federal, which may be occasioned by the passage of or succession to any iaterest ia my - r�
under the terms of this inshument, and all my just debts, excepting mortgage notes sec� � � ,�
mortgage upon real estate.
Second: All the rest, residue and remainder of my estate, both real and peisonal, of
whatsoever ldnd and character, and wheresoever situated, I give, devise and bequeath to my
wife: Marie Lake,to be hers absolutely and forever.
Third: I hereby appoint my wife, Marie Lake, as Executrix of this Lsat Will and
Teatament
In Witnese R'hereof, I have hereunto set my hand and seal at Mechanicsburg,
Pennsylvania this 20th day of October,2008.
�
George R.Lake
�IIwBU.TH 0�'P�M�NYI.vANr4
►larM dNl
BaMi IN.11�rr,Wapry PubNc
`4RNrSpiW�M'R.CunbwaW Cpny
� 17,2012
�^��At�od�tlondNOWW
+�.,.r�.� �i'iil;�i! 1�
�r'�"��"� � ''�"" � ,111iA!icY�9yftNY 1�11r11�
a�.� .���..���.� �.�...��
ESTATE OF FILE IilA�t
/M�wM�wMMYi��MtMrr�Y«r�N��YM•��/M���ia/1M�4NAwtilY'��1M� 4�
ilIllYtl�lw,JO11'7�YAM1�}�1�1li1 +1� �,Jliqf�iR"f9�
A Lake, Marie ���137 Paacock Road, Mohrsville, PA
� 145A1 Surviving 3pouse
JOINTCY-t7fMF�PRQPHtTY:
� FpiJOI�N � � �NCW001UMEOFFMN10411M81RtiTION�VIDWINICCOVNT ����'�' � V�� .
N11M8Ep OR&MIUAIOENTIFTNIp NUYB@R.ATT)GX DEED FOR
T�T Y- ATE
1 � Contric Baak Certificate of .
Dapoeit Ik3021341, Gaorga
and Marie Lake, jointly
owned 0 p 0
0
Mrw��Mrk+��w�k wrrc�wM'a�r�sMw��f
awwr[t.cao
REN16N EX+(t008)
� • SCHEDULE H
COMAONYYEALIH OF VENNSVLVANIA FUNERAL IXPENSES$
ira+aaru+cE r�x r�niru� ADM INISTRATIVE COSTS
r�oerroECm�r+r
E$TATE OF FILE NUMBER
S�oraa R. Lake i 09 07��
Debb of deeetlent must be nporbd on Sehedule I.
fiEM
NUMBER DESCWP�ION AMOUNT
A. FLINERAL E)�ENSES:
�, None
B. ADMWISTRATNECOSTS:
1. Personal R�aenleUva's Commissions
Neme d Personal ReprBSentetive(S)
StreetAAdrass �
City State Zip
Yeer(s)Commbsion Paid:
2. Attorney Fees 5 160
r
3. Family Exemption:(If decedent's addresa le nol the seme as GaimanPe,allach m�lanation)
Claimant
Streat Address
City State 2ip
Relationship of Claimant to Decedent
4. ProbateFees 6a
5. AccouManCs Fees
8. T�c Retum Propsrefs Feas
7.
1 Cumbarland County Register of Willa — cost for threa
ehort certificatas 12
TOT/LL(Also enter on line 9,RecaqWletlm) S 5 236
�Wa��.a� (If more space is neaded,inaert addllional shee[s of ttie same sla)
REV-1513EX+(11-08) �HEDULE J
pennsylvania
OEPORIA81fOF REVENUE �NEFICIARIES
IMfERffANCE TAX RE7URN
Ii�OEPffDECEOEM
ESTATE OF
FILE NUMBER
Geor e R. Lake 21 09 717
REIATIONSHIP TO DECEDENf AMOUNT OR SHARE
NUMBER �E����OF PERSON(S)RECEMNG PImPERTY Do Not Llst Trusbe�s) OF ESTATE
� TAXABLE DIS7RIBU710NS�neWda oNApM epwaa10156NWa�s,antl Uanakrs unEer
Sec.2118(e)(12).]
1. �Tie L8�Ca
137 Peacock Road
Morhaville, PA 19541
Cantric Sank Certificate of Depoait
N3021341, George and Marie Lake,
jointly oamed �Surviving Spouae 0
ENfER OOILARAA10UM5 FOR qS7RIBUfIONS SFpWN ABOVE qJ LIPES iSTHROUGH 1B OF REV•1300 COVER SHEET,AS APPROPRIATE.
II NON•TAXABLEDIS7WBUTIONS:
A SPOUSAL DI$lRIBUTION6 UNDER SECf10N 2113 FOR WHICH AN ELEC710N TO TAX IS NOT TAKEN
t.
B.CHARITABLEANDGpHEiWMENTAL DIS7RIBU710NS
1.
TOTAL OF PART II-ENTER TOTAL NOPLTA7(ABI.E DISTRIBlfT10N5 ON LINE 13 Of REV-1500 COVER SHEET. 5 O
ewaeu z.000 If moro spaee is needed,inxrt additlonel sMets of Me seme siae.
�
�
50 North Fifrh Stree[ J�elce M.Strwuee,Panlegrl
P.O.Box 942 Direct Dial Number:610.898.7180
Reading,PA 19603-0942 E•mail:jstrauseQbarley.com
Tel 610.376.6651 Farz 610376.5243
www.barley.com
September 13, 2013
Cumberland County Register of Wills
1 Courthouse Square, Room 102
Cazlisle, PA 17013
Re: George R. Lake Estate
Dear Sir or Madam:
Enclosed for filing with your office is a Pennsylvania lnheritance Tax Retum, in
duplicate. Please accept the foregoing for filing.
Sincerely,
i
Janice M. Strause
Patalegal
4056283_1.DOC
Enclosure
cc: Marie Lake
Reading•York•Lancaster•Malvem•Hanover
_
50 North Fifth Street Jenice M.Stnuee,Penlegal
P.O.Box 942 Direct Dial Number:610.898.7180
Reading,PA 19603-0942 E-mail:jstrauseQberley.com
Te1610.376.6651 Fax 610.376.5243
www.barley.com
September 16, 2013
Cumberland County Register of Wills
1 Courthouse Square, Room 102
Carlisle, PA 17013
Re: George R.Lake Estate
File Number 21-09-0717
Dear Sir or Madam:
Enclosed please find a check payable to Cumberland County Register of Wills in the
amount of$15.00,the filing fee to file the Pennsylvania lnheritance Tax Retum which you
received on Monday, September 16th. Thank you for your attenrion to this matter.
Sincerely,
__�i���
'� i)
OJ . I
Janice M. Strause m _,�= n �
Paralegal � d: i-� `�; ,;' :.
rr �„ �.
aobot9� i.00c �.� ,- ,: r
� , ,,� - _�
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r_.. ` '
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Reading•York•Lancaster•Malvern•Hanover
00
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RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH Receipt Date : 9/17/2013
Cumberland County - Register Of Wills Receipt Time : 15 : 03 : 38
One Courthouse Square Receipt No. : 1075613
Carlisle, PA 17013
LAKE GEORGE R
Estate File No. : 2009-00717
Paid By Remarks : BARLEY SNYDER
DB1
- - - - - - ------------------ Receipt Distribution --------- ---------------
Fee/Tax Description Payment Amount Payee Name
INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 53721 $15 . 00
Total Received. . . . . . . . . $15 . 00